Objective

The Documents module allows editing the record of external documents whenever necessary.


Prerequisites

  • In order to make changes, you must have this permission enabled for your user role. For more details, click here.


Step-by-step



To change the external document record, follow the steps below:


  1. Access the Search menu, click on External documents, locate and select the document whose register you want to change:


  2. Upon clicking the document in question, simply click on the Edit register option:


  3. Make the necessary changes and click Save to save them or Back to discard the changes: