Edit and manage documents

What to do 

1. Select the Supporting documents icon in the left-hand workflow control bar.

   

2. The Supporting documents panel will appear.

   

   
   The panel lists each document with key data, including: 
   • Document type – you can edit the information by selecting the type of document from a dropdown list. The options are listed alphabetically. Use the scroll bar to locate the description you require. 

     

   • Comment – you may add your own comment into the free text field. Press tab to save this. 

     

   • File name – you can use the dropdown to: 

     • view the file (which will open in your web browser) 

     • download the file 

     • replace a file (either drag and drop or upload a file manually). See Replace a document.

       

   • Last updated – this shows the date and time the file was last updated. 

   • Delete – for a highlighted row, use the three-dot icon menu and select Delete.