Editing Documents in the Platform

This article explains how to edit documents. This article uses the "Post-Incorporation" workflow as an example, but these principles apply to any workflow.  Please note, that you will only be able to edit the workflow if you are at the checkpoint or if you are on the legal review or third-party review step.

STEP ONE

Click on the "Edit Document" button next to the document that needs to be changed.

STEP TWO

Choose the section you'd like to change. You will be able to flip from screen to screen through the sections by initially clicking on any section that appears in the outline:

STEP THREE

Depending on which section you've chosen to edit, you'll either be able to (a) change certain terms in a dropdown menu, which will automatically update entire blocks of text in the document (b) change the text (similar to how you'd change text in a Word document) or (c) there may be no edit options at all in the section you're examining.

An example of (a) being able to edit a section through a dropdown menu is below:

An example of (b) being able to edit on a word-by-word basis (similar to a Word document) using the "Customize Section Text" is below: 

You can always choose to undo this choice by clicking the "Use Template Text" button that then appears: 

An example of (c) not being able to edit at all is below:

When complete, click "Next Section" button found at the bottom to go to the next section, or "Back to Outline" at the top right to return to the outline:

Additional Resources:

Signing Documents