Edit and manage documents

Manage your supporting documents, including viewing, downloading, replacing or deleting a document when required.

What to do 

  1. Select the Supporting documents icon in the left-hand workflow control bar.
    Workflow control bar with 'Supporting documents' icon highlighted
  2. The Supporting documents panel will appear.
    Supporting documents panel with three-dot icon and 'Delete' option highlighted

    The panel lists each document with key data, including: 
    • Document type – you can edit the information by selecting the type of document from a dropdown list. The options are listed alphabetically. Use the scroll bar to locate the description you require. 
      Document type dropdown menu
    • Comment – you may add your own comment into the free text field. Press tab to save this. 
      Comment free text field
    • File name – you can use the dropdown to: 

      • view the file (which will open in your web browser) 

      • download the file 

      • replace a file (either drag and drop or upload a file manually). See Replace a document.

        File name dropdown menu
    • Last updated – this shows the date and time the file was last updated. 

    • Delete – for a highlighted row, use the three-dot icon menu and select Delete

      Three-dot icon and 'Delete' option highlighted
Last updated