Users with HR Document Management, HR Transfer, or HR Admin roles can replace employee documents by opening the employee's folder in Employee Documents, clicking the Form link, then selecting Modify. In Modify mode, users can select pages via checkboxes, use the Replace button to upload a new PDF, and save changes. A confirmation message appears after successful modification.
Users assigned the HR Document Management, HR Transfer and HR Admin roles will be able to modify and replace documents.
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. Click the Modify button in the upper left-hand corner of the document (you may have other buttons there depending on your role):
4. The document will open in Modify mode, i.e. you will have an additional toolbar of buttons such as Insert File and Replace, and the individual pages of the document will have checkboxes on them.
5. Use the checkboxes in the PDF prevew to select the pages that you want to replace:
6. The Select Pages panel on the right will help keep track of the pages selected:
7. Select the Replace button in the utilities above the PDF preview to replace the entire document.
8. A dialog box displays:
9. Locate the replacement PDF on the secure local or network drive.
10. The pages of the replacement document will appear in the PDF preview.
11. Continue modifying the document as needed then press .
12. You will be taken back to the document list inside the folder, and a confirmation message will display.