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2.3. Opening and Editing an Attached Document

Opening and Editing an Attached Document

  1. To Edit an existing eDoc link, go to the eDoc screen and click on the edit pencil (pencil) to the right of the line.
  2. This will bring you to the same screen as when entering a new eDoc.
    new edit eDoc file

  3. You will be able to change any of the information on this screen.  To change the actual attached doc, Click on the small box to the right of the eDoc Link label.  This will open a window for you to find your document and select it to attach.  Navigate to the location of the file and select the file and click on Open to select the file.  Please make sure to leave the check mark on Store only a reference to the file selection.  This should be checked the default.
    Select a file
  4. Click Done when you have the file attached and Save when prompted
  5. The window will close and you should now have the new attached file to the member's record

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