Wiki source code of Edit Documents

Last modified by MasterApps Support on 2021/06/18 01:42
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1 Files in the **Documents** area of Incidents / Claims in **Injury Master** can be edited in one of 2 ways.
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3 1. **Edit Details** – as displayed in Document list
4 1. **Edit Form** – actual content of Smart Forms
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6 **[[image:Attachments.WebHome@mceclip0.77d2e.png||style="max-width:500px" alt="mceclip0.png"]]**
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10 ==== **Edit Details** {{id name="edit-details" /}}====
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12 Find the document you wish to edit and select the Edit button beneath the Document Name. The **Edit Document** window, will open displaying the following information for editing:
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14 [[image:Attachments.WebHome@mceclip1.6a533.png||style="max-width:347px" alt="mceclip1.png"]]
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16 *. **Document Type**
17 *. **Document Title** – if blank, document displays Document Type as title
18 *. **Date and Time** – defaults to when document was uploaded / generated, but can be customised
19 *. **Draft** – tick box to mark document as a draft (see below)[[image:Attachments.WebHome@mceclip2.b58b3.png||style="max-width:569px" alt="mceclip2.png"]]
20 *. **Tags** – use existing or add new
21 *. **Notes**
22 *. **Attached Documents** – existing or add new
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24 Some Document Types will display extra fields that can be edited including Medical Certificates, Return To Work Plans, Employer Liability Notifications and Wage Reimbursement Schedules.
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26 Once you happy with your changes, select **Save Changes** to apply.
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28 ** **
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30 ==== **Edit Form** {{id name="edit-form" /}}====
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32 Find the document whose content you wish to edit, and select the drop-down arrow next to the **Download** button to display more options.
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34 [[image:Attachments.WebHome@mceclip3.e6b2c.png||style="max-width:107px" alt="mceclip3.png"]]
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36 If the document is a smart form, the **Edit Form** option will appear. Select this to open the form within your browser.
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38 [[image:Attachments.WebHome@mceclip4.a35fe.png||style="max-width:371px" alt="mceclip4.png"]]
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40 Once you are happy with your changes, select **Save Changes** to apply and remain in the smart form, or select **Complete** to apply and be redirected to the document successfully generated page.

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