Editing a Filing Process

To edit a filing process

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and selectFiling Processes.

  2. On the Filing Processes page, do one of the following:

  • Click the name of the filing process you want to edit.

  • Select the filing process, by clicking anywhere on the row, and then click clip0003.

  1. The Filing Process page appears. For details about how to change its items refer to Adding a Filing Process.

  2. Make the necessary changes and click Save. The system saves the modified process to the database and displays the updated Filing Processes page.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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