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Quick Edit is the area of PolicyManager where you have the ability to update existing active documents. This would be mostly used when there are typos, grammatical errors, minor changes where it would be fine to bypass the workflow collaboration tool of Projects, and update a policy without any assistance for their colleagues. This feature is located within the Document Viewer.
You are able to edit the meta data and upload or edit the current document that is within the system.
IMPORTANT: Please note that only users with privileges with regards to Quick Edit may participate in this activity.
Update an Existing Policy Using Quick Edit
1. Once logged in, navigate the P&P library to locate the policy that you would like to edit, or use the search bar. Click the name of a policy to open it.
2. Click on Quick Edit on the right-hand side of the screen.
3. The following pop-up box will appear. You are able to edit the Meta Data. Fields notated with a star are required fields; the rest are optional. If you would like to edit the document or upload a new version please click on “Edit Document Online”.
Note: The "Edit Document Online button will only appear if the original format is Microsoft Word or Excel. If the current format is PDF it will state “upload new document”.
4. Once you have finished making changes to the document you can click on “Update Document”.
5. The following pop-up box will appear. Add any details as to why you made changes to this document (if desired), otherwise, click "Proceed" to save and the system will then publish the new version:
Note: The comments placed in the box above will be located under the Projects tab. You can filter by completed Projects and find the name of the document you just completed the Quick Edit on. Then click the History tab to locate the comment.
This action may take about 1-2 minutes. The previous version will be archived and the new version will be active in the folder.
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