How to edit a document within the document store?

Once a document has been created in HR Automation, you will have the ability to edit it for future use. 

  • To edit the document, click on the pencil icon which appears under actions on the right-hand side

  • This will redirect you to the building page where you can make any adjustments to the document contents including any information relating to file type; uploads restricted properties and declaration. 

  • Once you are happy with the changes, click save 

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  • These edits will be automatically updated and present in all documents assigned post-edit.
  • If a pack was sent before this update including the document from this form, it will not change so we would advise re-issuing the pack using the updated version and deleting the old pack sent via the HR Queue if it has not yet been completed.