Edit Document Details in Document Register

Edit Document Details in Document Register

Commnia's Document Register includes a mass edit function allowing you to modify document details for when documents have been uploaded and classified or labelled incorrectly.

We also offer a notification email if you wish to advise users of the changes made. Only users who have access to the documents will be notified.

1. Access Document Register

The Document Register can be opened from the following menus;

  • Quick Links/Document Register
  • Document Control/Document Register

Select Quick Links and click on Document Register.

2. Select Documents

You can use the Advanced Search Options to help you find the files you need quickly.

Select the documents you would like to make changes to and click Edit.

3. Mass Edit Document Details

Here you can modify the Document Number, Revision, Description, Discipline, Type & Status.

If you have Multiple Documents selected, you are able to mass edit using the top section.

  1. Select the Aspect For of the document you would like to edit, such as Document Number.
  2. Enter the Part of the Document you Would like to Change by clicking Find.
  3. Select the Action you would like, this being: replace with, insert before, insert after, replace before or replace after.
  4. Enter the New description.
  5. Select the documents again to confirm the files you would like the changes to be applied.
  6. You will now see your changes on the document(s).
  7. Click Apply Changes to save these new details to the document(s).
  8. Click Save Changes - you can save to Selected Documents or Save All Documents.
  9. Save Changes and Notify this will notify all users who have access to these documents that there has been a change in document details.
  10. You can undo changes made by clicking on the Undo Changes button. Select the field you want to revert to the original values.

4. Edit Document Details Individually

If you wish to individually edit details, directly change them using the bottom information panel, you can make changes on any field for each document.

For Example:

  1. Change Document Number anywhere by clicking on the field.
  2. Change Revision Description directly by clicking in the field.
  3. Change Discipline from the drop-down menu.

Then click Save Changes. or Save and Notify Changes.

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