Editing Documents

To access the Documents Manager place your mouse over the Administration tab at the top of your screen.

All documents must be in folders to show on the portal. Before uploading your document, make sure there's a folder available. See Document Folders for more information on adding folders to the portal.

1.	To Edit a document, search using the following parameters.

2.	Click on to select the Document Type: from the list. If you select Group or Marketplace Business, an additional selection box displays for you to select the group or business.

Document_Type

3.	In the Filters: section click on to select the folder the document is in.

Folder_List

4.	You have several options to search the for the document, you can search by Starts With, Ends With or Contains, click on to select from the list.

5.	Type in any or all of the document name in the Document Name: text box.

Doc_Name

6.	Click on the Search button to display the results. If no results display, try broadening your search criteria.

7.	Click to highlight the document in the list.

8.	Click on the Edit button.

9.	The Edit Document screen opens.

•	Community Administrators: can edit the Name and Description, change the Folder, or make changes to any document.

•	Group Administrators: can edit the Name and Description, change the Folder, or make changes to any document for their group.

Edit_Document

10.	Click on View Document to open a copy of the document on your computer.

11.	Make the necessary changes to the document.

12.	Save the file to your computer.

13.	You will have to re-upload the file to the portal for the changes to be visible. See Adding Documents for more information on uploading documents to the portal.

14.	Community Administrators and Group Administrators, click on the Approve button to make the changes active. Click on the Submit button to save the changes with out making them active.

15.	Click on the Submit button to save the changes to the document, the changes are not active at this time. The document and the changes are resubmitted to the Community Administrator or Group Administrator. Group members and residents are only able to Submit documents.

16.	Click on the Cancel button to discard the changes.

17.	Community Administrators are also able to Reject documents from this screen. Click on the Reject button to reject the document.

18.	The Reject Document dialog box opens.

Reject_Document

19.	Type in the reason for rejecting the document and click on the Save button.

20.	To discard the rejection, click on the Cancel button.