Edit Files in Job Document Folders

Use the Docs submodule to edit files in document folders of selected jobs.

To use Docs, you must have access to Jobs as defined in User Access Rights under Settings.

To edit a file in a job document folder:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the document file that you want to edit.
3. On the side toolbar, click Docs.
4. In the left pane, highlight the folder with the document file that you want to edit.
5. In the right pane, highlight the file that you want to edit and click Edit file .
   Alternatively, right click on the file that you want to edit and select Edit file.
   Note: The only file types that can be edited are htm, html, txt, text, docx, rtf, mht, doc, and odt.
6. In the Document Editor dialog box, make the necessary edits and click Save.
7. Click Close .