How to Edit Document Details in the Register

How to Edit Document Details in the Register

Save time and mass edit document details in document register with find and replace function.
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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 Submit - you can save to Selected Documents or Save All Documents.



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