Only users with manager or administrator roles can edit documents
Updating the content of a document can be done by modifying the file directly in Office with the Aletiq Plug-in, or by uploading a file from your computer
Updating a document involves creating a new revision, or modifying an existing Draft revision
How to update a document
Updating a document can involve several operations:
modifying document properties
updating the content of an existing document
Updating properties
Scroll down the Files menu to access the Documents space
Open the document to be updated
Click Open to unfold the pane containing its properties
Modify the Property values concerned, then click Modify
Users can update properties for several documents at once : select documents then click Modify a property
How to update a document
Add a file
The steps for updating a document are as follows:
Scroll down the Files menu to access the Documents space
Open the document to be updated
Access the Revisions tab
Click on Load a file to add a revision
In the window that opens, select the file to be loaded into the application
Enter the Revision number to be assigned to the new revision
Select the revision status after loading the file
Click on Submit
The status of the revision has an impact when upload a new version:
if the previous version is a draft, the new file will replace the existing version
if the previous version is approved, the user will create a new revision
Replacement of the viewable pdf file automatically generated by Aletiq
You can add a custom PDF document that will replace the PDF automatically generated by Aletiq. This new PDF will be used for viewing and will be downloaded to your local PC when you choose the option “Pdf file for viewing > Download”.
In other words, you will be able to integrate your own PDF files into the application for an increased customization of your digital document management.
By selecting Pdf file for viewing > Upload a new file, you can replace the pdf view loaded by Aletiq with your own. This action acts as if you are loading a new source file: any signatures will be deleted and the validation process will have to be restarted.
Update a file with the Aletiq Plug-in for Office
The Aletiq Plug-in for Office lets you modify a revision file directly from the application, without having to download it to your workstation.
To install the Aletiq Plug-in for Office, see the article below:
To modify a file using the plugin, make sure you have installed and activated it on your computer. Make sure you have opened the Aletiq application, and are logged in with your account. To do this, you need to :
From the Document area, Open the document to be updated
Scroll down the menu of the revision containing the file to be modified, click "..."
Click on Open in Office
The file opens in Office: click on Aletiq plugin
Click on Connect
In the window that opens, enter your login details and click on Continue
Click on Save in Aletiq
In the window that opens, specify the revision number to be updated
Click on Confirm
Once saved in Aletiq a confirmation appears in the logs in the Aletiq Office pane
