Prerequisites
- To have the right to manage documents for the current function. (See Managing profiles).
- The document must not come from the library; if so, the modification must be made from the library; see Library.
- The document must not have "Modification prohibited" checked."
Modification rights refer only to information in the document (date, nature, type of attachment, link, or downloading of stored file).
In the case of a "File address" attachment, the modification rights for the actual file are controlled by the operating system of the server where it is stored.
Procedure
- Open the detail form.
- Click on the linked documents icon
, which has an insert showing the number if the list has at least one document.
→ The list of linked documents is displayed.
- To modify the document, click on the identifier of the attached document,
→ The document details are displayed; see Document [General].