Editing Documents
e-manage is designed to keep everything so you have a complete history and keep previous versions of documents. When you open a document the following window will pop open.
When you say yes the follow message window will open in the bottom right side of your screen by the clock.
After you are done editing the document, click save on the document, close out of the document and then click save on the box above where it reads "Click here to save this document back to ProjectID ----". This will make the document that you originally opened as not current and add the edited document automatically back to e-manage as current so you have a history. You can convert back to the previous document by checking the current box and unchecking the document you want to make not current.
If you are not getting this popup, please ensure that the type of document you’re trying to edit is editable. Check this by going to Documents (top toolbar) > Configure Editable Document Types and mark the type of document as editable.
Email Documents
In most cases you will be emailing documents from within the document by simply clicking the Email button on the top toolbar but below is another option.
To email from the History → Documents module, simply highlight on row-header → right-click → Select Send to Email Recipient.
