To get started, navigate to 'Settings', then go to 'Organisational Settings'
Select 'Documents' and chose the document you would like to edit and click on the pencil to open the editor.
The document will open as below.
Caution: We recommend clicking Copy in the details section of the pull out on the left side of the page - this way you can update a document while other users can still have access to the original. - You will be prompted to confirm your decision.
The page will then close and take you back to the Documents screen, you will need to changed the Published drop down to No or All to see your copies, you can filter the document type for ease.
The name will be changed automatically to show Copy-of- and the published box will be unticked (meaning the document cannot be used on the live system).
Chose the Copy-of-document you would like to edit and click on the pencil to open the editor.
If you have a new version of the document to upload click 'Upload' and select the document you want to upload.
NOTE: Make sure the new document is optimised for the document builder by following the steps on Preparing a PDF
Make sure that any settings that need changing are updated IE. Pages, Orientation, Product Type.
Now hit save and the page should reload with your new document showing.
Note: Documents must be in A4 format, if they are not you will receive an error message when saving your document!
Remember to publish your document if you are ready for it to be used on the system by ticking the Published box, you will also need to go into the original document and untick the Published box if it is no longer to be used on the system.
Any tags you had on the document will remain in position on the new document - check each page to make sure the alignment is correct with the new file.