Edit information about the document
Klicken Sie hier, um diese Seite mit vollem Kontext anzuzeigen.

Edit information about the document

Information about the document can also be supplemented or edited after archiving. This requires the corresponding user rights. Since the user rights in PROXESS are linked to the document type, it is possible that you are unable to edit information e.g. about outgoing invoices but can edit information about the “Correspondence” document type.

 

Step by step:

  1. Open the More menu in the “Information” area 
  2. Select the Edit document menu item.

 

Now you can edit the fields. The fields are depicted on different pages.

 

The document type cannot be changed, as the PROXESS access rights are linked to the document type.

 

Fig.: Information about the document (editing mode)

 

  1. Now enter additional information or edit the displayed keywords.
  2. To accept the changes, select Save in the Information section at the bottom.

 

With Cancel, you can discard your edits and entries. 

 

Go to video tutorial