Edit Documents and Invoices in the Document Management System

Note: This feature may not be available to all users, depending on the settings of the organisation.

Building Managers may need to update details for a document or invoice in the Document Management System (DMS).

Any uploaded file can easily be edited on the Document or Invoice page.

Edit Documents and Invoices in the DMS

1. Go to the Document Management System (Documents Icon )

2. If editing a Document, click the 'Documents' tab

3. If editing an Invoice, click the 'Invoices' tab

4. Select the Document or Invoice

5. Click 'Edit' 

6. Add, delete or make changes to the information

7. Click the 'Change' button below the document preview to replace a Document or Invoice  

8. Click 'Save' 

Note: While the Category a file is saved under can be changed, Documents can't be recategorised as Invoices, and Invoices can't be recategorised as another type of Document.

For more information, please see Overview of the Document Management System.

Building Managers should contact us with any further questions regarding this process.