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Modifying a Document Record

Use the Edit icon to:

• Upload the document again if it has changed. This action replaces the last document uploaded even if the document name has changed.

• Add a comment.

• Modify existing comments.

Replacing an Existing Document

Use the Upload A File page in Edit mode to replace a document uploaded previously.

1. Click the Document Type Drop Down List button to select the document type from the list. The My Documents grid is refreshed to show only documents assigned the selected document type.

2. Click the Edit icon that corresponds to the document record to be changed. The Upload A File page displays.

3. Click the button to select the file to be uploaded from the folder where the document is stored.

4. In the Comment field, type a comment about the document, if applicable.

5. Click the button to upload the document. The document uploaded previously is replaced by this document in the secure document storage location even if the document name has changed. When the save process is complete, the page is closed and the My Documents grid is refreshed.

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Updating Comments for a Document Record

Use the Upload A File page in Edit mode to add comments or change existing comments that apply to the uploaded document.

1. Click the Document Type Drop Down List button to select the document type from the list. The My Documents grid is refreshed to show only documents assigned the selected document type.

2. Click the Edit icon that corresponds to the document record to be changed. The Upload A File page displays.

3. In the Comment field, type a comment about the document, if applicable.

4. Click the button to update the document record, close the page and refresh the My Documents grid.

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