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📄 How to Edit a Single Document

Upload new versions and edit company documents, policies, or reference materials.

Editing or Updating Versions

edit-doc

 

  1. Locate the document in the Documents table and select the three dots at the right-hand end of its row. A menu will appear with two options: Edit and Archive.

  2. Select Edit. From here you can replace the file with a newer version and update any of the document's details.

  3. Select Save when you are done.

Once saved, select Publish to make the updated document live. You will be prompted to enter a Version number and, if needed, an Expiry Date.