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Introduction

When updating document information for larger bills, it will be quicker if you update the relevant fields via the ‘Update document information’ feature in the ‘Project’ tab.

How to update document information

  1. From the ‘Project' tab, find the working version that you want to update

  2. Select “Actions > Update Document Information”

  3. Make changes to any of the fields and update

  4. The system will update the fields in the document with the changes without needing to open the document

Info
  • You cannot update the Document Information if another user is updating the document information and has a lock on that fragment already