How do I edit a file?

Modified on Tue, 3 Sep at 12:16 PM

This guide will walk through the steps of editing a file.

Video:

Policy Passport support two different methods to edit a file. This guide will walk through both methods.

Editing Method	Use Case
Quick edit	Useful for making minor changes or corrections on the go
Edit from Start	Useful for making more significant changes

Initial steps for both methods:

1. Log in to your Policy Passport profile and click on the "Admin" tab

2. Click "Files"

Click 'Files'

3. Click on the file you wish to edit

Click on the file you wish to edit

4. Click "File Actions"

Click 'File Actions'

5. "Quick edit" option

a. Click "Quick edit"

Choose the quick editing option if you want to make minor changes to the file.

Click 'Quick edit'

b. Edit the details of the file

Quick edit allows you to quickly edit the following details:

Name
Version
Category
Days to complete
Display note
Reminder date
Questions
Feedback
Acknowledgements

Edit the details of the file

c. Click "Save"

5. "Edit from Start" option

a. Click "Edit from start" and go through the entire file creation process again

Please refer to the following article if you need additional help on how to create a file: How do I create file?

Click 'Edit from start'