How to edit the documents

Alright, let's get into the nitty-gritty of editing those all-important documents in Coordinoter. Whether you need to tweak a typo or update some information, this guide will walk you through the process of editing your generated documents with ease.

Navigating to the Document Editing Page

First things first, you need to get to the document creation page. Here's how:

1. Click on the Documents item in the main sidebar menu or click [here].

2. Click on any of the documents you wish to edit.

Editing the Document

Once you’ve selected the document, you’ll notice that the title of the document is editable. However, the date, participant, and validity fields will be read-only. This is because these fields have already been auto-populated on the generated document, so you cannot change them. If you made a mistake in these fields, you’ll need to create a new document.

Under the form, you’ll see the document dropdown button. Clicking this opens up the document to view. There are two buttons above the document:

• Edit Document

• Generate PDF

Click the Edit Document button to enable the editor. You can now edit any part of the document. Make any changes you need. Don’t forget to press the checkmark icon on the Edit Document button or on the sticky save document toolbar that will be active, to ensure the document changes are saved.

Next Steps

Once you’ve edited your document, you might want to check out the following articles for further actions:

Tweaking your documents ensures that all information is accurate and up-to-date, which is crucial for maintaining compliance and providing the best support to your participants. Happy editing!