Edit document

Use this screen to review, change, or delete a document. Before saving, confirm the change will not affect other system flows.

Use this screen to review, change, or delete a document. Before saving, confirm the change will not affect other system flows.

When to use

Use this screen to review, change, or delete a document. Before saving, confirm the change will not affect other system flows.

How to edit document

1. Open the item from the list, search, or detail link.
2. Review the current data before changing it.
3. Update only the fields that need changes.
4. Save and confirm that the update looks correct.

How to delete document

When a delete action is available, use it only after confirming the item is no longer needed. The system may ask for confirmation before removing the record.

Important fields

• Title: Use a clear name that is easy to recognize in lists and searches.
• Document type: Choose or attach the file that the system will analyze.
• Document checklist: Select the checklist used to review or validate the item.
• Status: Select the current state or use the field to filter results.
• File: Choose or attach the file that the system will analyze.
• Extracted text: Fill it according to the screen context and review it before saving.
• Analysis text: Fill it according to the screen context and review it before saving.
• Description: Explain the item's purpose so other users know when to use it.

Available actions

• Save: save the information entered.
• Delete: remove the selected item, usually after confirmation.
• Go back: return to the previous screen without continuing the edit.