Prerequisite(s):   The System Administrator must have assigned you the Document Management Administration role.

A document must have been uploaded to a customer folder and locked (checked-in) in the File and Folder Management folder structure or to the Directory Template Structure.

 

1.   Hover your mouse over the Administration link on the menu bar.

2.   Click the Document Management Administration sub-link from the menu bar.

3.   If not already selected, click the File and Folder Management tab at the top of the Document Management System Administration page.

4.   Navigate the File and Folder Management folder structure to the customer folder where you wish to edit a document.

5.   Click the lock  icon in the Action column for the document to unlock or check-out the document for editing.

6.   Click the edit  icon in the Action column for the document. A temporary copy of the document is downloaded to your desktop computer for editing (see Screen Shot).

 

Note: To edit a document, the user must have the native application on his or her desktop computer.

 

 

7.   After your edits to the document are complete, save the document and close the document using the native application.

 

Note: Do not save the document to a different location or you will have to specify the document’s file path when checking it back in to CapEx Manager.