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

From the main menu, click on Document Control and from the dropdown menu select Recently Modified Documents.




2. What Changes Have Been Made?

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






Click on the pencil icon to view who made the changes.




Click on the arrow icon 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, or Status, 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.














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