Edit Documents
Users can edit documents produced and stored in Diligent Entities by checking the document out and then checking it back in.
To edit a document:
- Go to Working Documents or Document Store and find the document you want to edit.
- Select the folder icon for the document you want to open.
The Document Details display.
- Select Edit then select the Check Out and Edit option.
The selected document is downloaded to your local drive. Depending on the browser you use and how it is set up, you might need to manually select Save and select the location where you want to save the document.
- Open the document you just downloaded in the relevant application.
- Make the required changes to the document, save it and close it when completed.
- Go back to the Document Details in Diligent Entities and select Edit and then Check in.
Tip
You can easily find the document on the Checked Out By Me tab in Working Documents or Document Store.
The Import Document Wizard opens.
- On the Check In Details screen, choose the file you want to check in, add check-in notes and select Next.
- (Optional) On the Document Properties screen, you can record the document date, set the document status and so on.
- Select Finish.
