Online Document Editing

Online Document Editing

Online Document Editing

System Administrators may disable and enable the ability to create and edit online documents on a Record Details page, and edit documents on the E-Approvals screen.

1. To toggle this, click Manage/Setup, Application Configuration, then Config Settings. 

2. From the Select Configuration Group, select General System. 

3. Click Modify next to the option Allow online document creation and editing on record details screen and E-Approvals. 

4. Change to True/False as desired. 

Online Document Editor's Track Changes Functionality

System administrators may choose to have the default setting for track changes on the Online Document Editor, with the default set to True. If the default setting is true, track changes cannot be disabled within the Online Document Editor. To change this setting:

1. Click Manage/Setup, Application Configuration, and Config Settings.

2. Select the Configuration Group of General System. This setting is located under Group: Attachments. Specifically, this option is called "Track Changes enabled when loading Online Document Editor.". To change the setting, click Modify. 

3. The system will ask the admin if they would like to change the setting. Click OK.

4. Toggle the value as needed. When finished, click Update Setup Value.