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Edit a Document

  • Hover to the right of a Document Name and click the Edit Pencil icon.


The following options are available:


FieldDescription
Document NameInternal naming convention
Document GroupDefaulted when document is created
Size and MarginsAdjustable based on user needs
Accent and Font ColorColor scheme of the document
File NameExternal File Name displayed the customer
ActiveIs this document active - Yes / No
DefaultSet as the system default - Yes / No

Edit Modes

At the bottom of the document edit page you will see the following edit mode icons:


Designer Mode

For quick revisions and previewing information that does not require html edits.


HTML Mode

For pasting in html code from the Document Template Library as well as making revisions that require coding.

Actions


Logs

Using document logs you can review edits that were made to a Document an revert to a previously saved version.


View Document Logs

  • Click Actions in the top right corner of the Document Edit screen.

  • Choose Logs.


Revert to a Previous Version

  • From the Document Logs table in the steps outlined above.
  • Click on a Date.
  • At the bottom of the expanded window click Revert.