Edit Documents (XML)

Quick Edit

From the Document Maintenance (XML) page,

Click Edit to the left of the document name.

Documents Maintenance page, click Edit

The Document Maintenance page refreshes with the document fields unlocked.

Edit the document field information as necessary.

Click Update.

Extended Edit

Another method of editing document field information is to click on the document name.

Document Maintenance Page, Click File Name

The Edit Document Maintenance (XML) page appears.

Edit Document Maintenance (XML)

Click Edit.

The page refreshes with the document fields unlocked.

Edit Document Maintenance (XML)

Edit the document field information, as necessary.

All field definitions from Document Maintenance, Settings are the same.

Additionally:

  • Document Name: The document name can be changed on this page.

    Note: When you change the name of a document, the associated document sets and the criteria are automatically updated. These changes must be made on your imaging system for successful document import.

    Note:

    PDF Document Names

    Depending on your document storage and indexing specifications, PDF document names may be used as part of a document name or document set name. For this reason, a document name should not use these special characters: Space or Caret (^).

    If the document name contains an underscore (_), then underscores cannot be used as index field separators.

    The file name must be less than 50 characters.

    Each imaging system may have unique requirements for file names. Consider the guidelines required by your imaging system before finalizing the document names.

    		•

    Remote Message: Associates a Remote Message with the document. What is a Remote Message? Associating a Remote Message to a document.
    Parties Allowed to View: Select any party that will be allowed to view the document during processing. Multiple parties may be allowed and will be controlled by the user during the processing and signing processes.

    Unlock Selected Fields: (For Data Locking) When documents are processed by the Process button, fields are locked (no changes can be made to the field information). You may need to modify information as the document is processed. For example, a phone number change or a driver’s license number may need to be changed. These fields must be unlocked on this page to give your users the ability to modify the contents of the field.

    • Unlock for Employee: Allows the operator to edit field information when processing document sets.
    • Unlock for Signer: Allows the signer to edit field information when signing documents.
    • Signer Must Enter Value: Requires the signer to edit field information when signing documents. These check boxes will only display if Unlock for Signer is selected.

    Note: All HOST (XML populated) fields will be locked by default. Use this setting to unlock those fields.

    All HOST fields which are blank (have no value) in the XML source will remain open prior to signing.

    All GENERIC (non-XML) fields will remain open prior to signing.

    If all signers sign the session successfully, all fields will be locked EXCEPT fields prefixed with “IMM_UNL_”. These fields will not be listed in the above screen as it will always remain unlocked.

    Action Buttons:

    • Edit: Unlocks all editable fields for making changes.
    • Save: Click to save changed settings.
    • Cancel: Click if you do not want to save any changes.

    Document Sets: The lower part of this page lists the Document Sets that use this document.

    After completing changes,

    Click Save.