How to edit a Record
Records can be updated and modified by any User who has ‘Edit’ access. Any changes are Recorded in Timeline (click here to see Timeline).
In the example below we are going to edit the Driver’s License record in Identity Documents:
Step 1: Access the Tile the Record is located
In this example, we will access the Identity Document Tile to see the Record we are looking to update.
In this example, we will see the Record called Support Driver's Lincense
Step 2: Access the Record and Edit
When accessing the Record, you will see all the available information in a ‘View’ screen. Select ‘Edit’ to see all available fields to update or edit
Step 3: Edit the required content
Edit any of the following content:
The Name or Type of the Record
Files
Collaborators
Reminders
Or additional Information including
Description or location
Links to other Records
Custom fields or Recommended fields (eg. Expiry date)
Once complete ‘Save’ if you are satisfied, or ‘Cancel’ to omit changes