A responder in the platform can upload, edit, and view their documents. Documents are uploaded while responding to surveys, or added directly to risk items or contracts. After a document has been uploaded, the responder can update the name, reference ID, description and file version.
"My Risks" Documents.
"My Contracts" Documents.
"My Risks" Documents.
"My Contracts" Documents.
Edit Documents
1. Navigate to the specific "Documents" table according to whether it pertains to a risk or contract.
2. Under the "Options" column, click VIEW.
3. Click the "Document Name" FIELD and update the text.
4. Click the "Reference" FIELD and update the text.
5. Click the "Document Description" FIELD and modify or remove the text.
6. Click SUBMIT to save changes or CANCEL to close.
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