To Edit a Document

  1. Locate the grid that contains the Work Orders, Inventory, Employees, Locations, Properties (eService properties only), or Units (eService properties only) for which you want to edit a document.
  2. Select the Documents link or button in the Documents column.
  3. On the Documents tab, select the document you want to edit.
  4. Select the appropriate action (open or save).
  5. Make your desired changes to the document.
  6. From the Windows toolbar, select File—Save As to save your changes in the system.

See Also

Documents Tab

To Add a Document

To Delete a Document

Setup Questions for Document Types

Document Types Overview

Document Types Grid

Document Type Tab

To Add a Document Type

To Edit a Document Type

To Delete a Document Type

 

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