Edit Details of Recently Modified Documents Before Approving into the Document Register

Edit Details of Recently Modified Documents Before Approving into the Document Register

When users make changes to document details, you may want to edit some details before these changes are approved and updated in the Document Register. 

This article will cover how to view, edit and save changes.

Please Note: This article is for Builders only.

For instructions on how to modify document details, click here.

1. How to access Recently Modified Documents

Navigate to the menu bar icon and search Recently Modified Documents.



2. What Changes Have Been Made?

  1. Changes that have been made to the documents that need to be reviewed are highlighted.
  1. The original document number, revision, description, discipline, type and status will be displayed underneath the change.



Click on the pencil icon to view the changes.

Click on undo changes to reset the document changes back to the original version.  Then click on Save Changes and select Save and Approve. 

3. Editing Changes

Edit Individual Documents
  1. Start directly typing or entering each document's information in the field accordingly. 
  2. Select the document by clicking on the checkbox to confirm the file you would like the changes to be applied.
  3. Select the document by clicking on the checkbox to confirm the file you would like the changes to be applied.
  4. Then click Save Changes and select Save and Approve to save these new details to the document. 

You are able to mass edit by:

  1. Selecting the documents you would like to edit.
  2. Finding and replacing an item, such as a document number, find 1, replace after, 0, then click on Apply changes to see your changes on the document(s).
  3. Enter the Discipline, Type, Status, Received From & Reason then clicking on Apply changes to see your changes on the document(s).
  4. You can undo changes made by clicking on the Undo Changes button. Select the field you want to revert to the original values.
  5. Then click Save Changes and select Save and Approve to save these new details to the document and with all parties notified that the document details have been changed.


    • Related Articles

    • Approve, Reject or Delete Recently Modified Documents

      Users are able to make changes to document details, however, these changes will need to be approved by a Builder before they are updated in the Document Register. This article will cover how to view and save changes. Please Note: This article is for ...

    • Edit Document Details in Document Register

      Purpose Commnia's Document Register provides a mass edit function that enables users to modify document details that have been uploaded and classified or labelled incorrectly. With this feature, users can easily update information such as Document ...

    • Upload Documents to Commnia Document Register

      Purpose Commnia offers the flexibility to upload files of any size, including various formats such as PDF, DWG, CAD, MS Excel spreadsheets, MS Word, photos etc. Uploading documents to the register is a straightforward process: users simply need to ...

    • How to Edit Document Details in the Register

      Save time and mass edit document details in document register with find and replace function. Here you can modify the Document Number, Revision, Description, Discipline, Type & Status. If you have Multiple Documents selected, you are able to mass ...

    • Upload Revised Documents to the Document Register

      Purpose Commnia offers the flexibility to upload files of any size, including various formats such as PDF, DWG, CAD, MS Excel spreadsheets, MS Word, photos etc. Uploading revised documents to the register is a straightforward process: users simply ...