How to edit generated documents
- Open the Attachment section in the client management form.
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- Select the document you would like to edit.
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- To edit the document click the Edit button above the document preview window.
Note: For this function to work properly, you must have the Agency Client Utility downloaded.
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- A green notification box will appear at the bottom of your screen, and the attachment will be opened in your default text editor.
- When the document loads to your default text editor, you will be able to make whatever changes are necessary.
- Once the changes have been made to the document, save and close the document.
- The edited document will be automatically uploaded back into the client’s attachments.
Note: The original version of the document, as well as the revised copy, will be stored in OCSS.
