Edit a Document Issue

You can edit the details of any document issue that has not yet been issued. For example, before you issue the documents, you can add and remove documents, update any details, and add or remove recipients.

To edit a document issue:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
2. On the project window, click the Document Issues tab.
3. Click for the issue that you want to edit.
4. In the Issue Documents wizard, click Next to proceed through all steps to modify any information, as required.
5. Click Finish.
   If document issues require approval, an approval request is sent to the nominated document approver(s). After the document issue has been approved, it can then be processed.

   If document issues do not require approval, a confirmation prompt displays, and you must choose one of the following options:

   • Click Yes to issue the documents to the selected recipients. You must review the information in the next step, and then click Process to issue the documents.
   • Click No to save the document issue without issuing the documents. You can edit and process a saved document issue at any time. For information, see Process a Document Issue.