Users with HR Document Management, HR Transfer, and HR Admin roles can modify employee documents by reindexing, inserting, reordering, replacing, deleting, or extracting pages. To modify, search and open an employee folder, select a document, click the Modify button to enter Modify mode with tools like Insert File and Replace, make changes, then save.
Users assigned the HR Document Management, HR Transfer and HR Admin roles will be able to modify documents in multiple ways. Separate articles will walk through the steps for each modify action one by one, but many of these actions can be done in the same Modify document session.
Ways to modify a document:
- Reindex a document
- Insert pages into a document
- Reorder the pages of a document
- Replace a document
- Delete pages of a document
- Extract a document
To modify a document:
1. Search for an employee's folder in Employee Documents and open the folder by double-clicking on it:
2. Open a document by clicking the blue Form link:
3. A document preview of the selected form as well as the associated indexing information on the right displays:
4. Click the Modify button in the upper left-hand corner of the document (you may have other buttons there depending on your role).
5. The document will open in Modify mode, i.e. you will have an additional toolbar of buttons such as Insert File and Replace, the individual pages of the document will have checkboxes on them, and the indexing fields on the right-hand side will be able to be edited.
Left side (top screenshot) vs right side (bottom screenshot) in Modify mode:
6. Take whatever action needed to change the document.
7. Save your changes when you are finished.