Changing a Document 

Use

You can change an existing document.

Prerequisite

The document must be marked as modifiable in the general header. This indicator cannot be changed for an existing document. If you want to change a document which cannot be modified, you can make a copy of the document and make the changes to the copy.

Integration

Modifiable documents can also be changed after being sent. If a document is changed in this way, the system also makes the changes to the documents which have been received by all the recipients. After saving the changes, a dialog box asks you whether the documents received by all the recipients should be assigned the status ‘unread’. Even if you answer ‘no’, the changes are made to all copies of the document.

Features

There are different ways of changing a document:

These images can either be archive images or new images. The change function enables you, for example, to group together images which have the same type of contents (i.e. orders, order confirmations, invoices).

Image documents cannot be changed after being sent.

Activities

Read the information about displaying and changing documents.