Edit and manage supporting documents

Manage your supporting documents, including viewing, downloading, replacing or deleting a document when required.

See also: 
Replace a supporting document 

1. Open the supporting documents panel

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

screenshot of workflow control bar in survey capture. The supporting documents icon is highlighted.

2. Find or sort supporting documents

image of the supporting documents panel, with 3 documents currently attached.

The panel lists each attached supporting document and its details. You can search or sort the list. 

Search supporting document

Use the Search box to filter supporting documents. The application searches keywords from any column in the panel:

  • Document type
  • Comment
  • File name
  • Last updated.

As you start typing, the list is filtered to only include items that match.
 

image of the supporting documents panel. The search box is highlighted.

Sort documents

Click on any column heading to reorder the list:

  1. alphabetically/by date ascending
  2. alphabetically/by date descending
  3. back to its original order.
     
screenshot of the attached supporting documents list in the supporting documents panel. The last updated column is highlighted. It has been sorted to descending date order.

3. Edit your supporting documents

You can edit the document type or comment for any attached supporting document. You can also replace or delete a supporting document.

The Last updated field will reflect the date and time of any change you make.

For information on deleting a document, see: 
Delete a supporting document

For information on replacing a document, see: 
Replace a supporting document. 

Edit supporting document type

  1. Double-click in the Document type field for the supporting document you are editing.  

  2. Select a new document type from the dropdown list. Use the scroll bar to locate the document type you need.

    screenshot of the supporting documents panel with document type selected for the "Additional colour image" file. A drop-down has opened and displays some of the available supporting document types

Edit or add comment

  1. Double-click in the Comment field to edit an existing comment, or add a new comment.

  2. Press Tab on your keyboard to save.

    screenshot of the comment field in the supporting documents panel. There is a highlighted box open with the wording "enter a comment".

4. View, download, delete, or replace a supporting document

Select the 3-dot menu at the right of a supporting document to:

  • view it
  • download it
  • delete it
  • replace it.
     
image of the supporting documents panel, with the 3-dot menu at the right of a supporting document open and highlighted.

View supporting document

Select View to view the document. This will open in a new tab in your web browser.  

You will need to have popups enabled for this site to be able to view supporting documents.

For more information on enabling pop-ups, see: 
Why can’t I view my supporting documents or the Help content?

Download supporting document

Select Download to download a copy of the file to your computer.  

Any documents that were converted to greyscale will download in TIF format.

Delete supporting document

Select Delete to delete the file immediately. This cannot be undone. If you need to replace a file you have deleted, you will have to add it again.

See Add supporting documents

Replace supporting document

Select Replace to replace the attached supporting document with another one.

See Replace a supporting document

Last updated