Update documents
There are two methods for updating documents. The first method is via the existing document itself using ‘Manage Data’; the second is during the import of the new, updated document.
The ‘Manage Data’ Method
Section titled “The ‘Manage Data’ Method”1. Select ‘Manage’ from the top navigation menu
Section titled “1. Select ‘Manage’ from the top navigation menu”
2. Select ‘Manage Data’
Section titled “2. Select ‘Manage Data’”
3. Click on your chosen document to update
Section titled “3. Click on your chosen document to update”
4. Click ‘Update Document’
Section titled “4. Click ‘Update Document’”
5. Select to upload from a data source or by uploading a file.
Section titled “5. Select to upload from a data source or by uploading a file.”
6. Upload the document, and choose to assign to a group.
Section titled “6. Upload the document, and choose to assign to a group.”
7. Click ‘Update and Publish’
Section titled “7. Click ‘Update and Publish’”You also have the option of updating as a draft, which will allow you to perform additional QA checks before publication.
