Version file update

In this tutorial, you'll learn how to access, edit, and save a document within your workspace. This process is crucial for maintaining up-to-date records and ensuring your team's documents are accurate and current.

1

Sign in and open the workspace

Sign in to your account to access your workspaces.

Begin by clicking the Sign In button. Once signed in, you'll see the Workspaces page. Navigate to the Accounts workspace and select the Accounts Payable repository to view its contents.

Workspaces page with Accounts Payable repository

2

Open the document you wish to edit

Locate the document you need to update, such as PO-1045.docx, and click on it to open it in the document viewer. This allows you to view the document's content before making any changes.

Document viewer displaying PO-1045.docx

3

Enter editing mode and make your changes

Click the Edit button to access the rich text editor. Here, you can enter or modify text directly within the document. For example, add the text 'PURCHASE' or update specific fields like the invoice date.

Rich text editor with editable document

4

Save your changes and confirm

After making your edits, click the Save button. A confirmation modal will appear, prompting you to confirm your changes. Click Confirm to finalize the save process. The system will then process and save your updated document.

Confirmation modal for saving changes

5

Close the viewer and verify changes

Once your document is saved, you will see a confirmation message. Close the document viewer to return to the document list, where you can verify that the version number has incremented, indicating your changes have been saved successfully.

Updated document list with version incremented

By following these steps, you have successfully navigated, edited, and saved a document, ensuring that your records are both current and accessible. This process helps maintain a thorough audit trail, allowing you to track changes and access previous versions of documents when necessary.