Adding or Deleting Documents

You can add documents or delete documents from either the Pre-Review or Formal Review. Because the review stages are grouped, completed activities will be reissued with the newly added documents. If documents are deleted, completed activities will not be reissued. Documents cannot be added or deleted once the Change Order is in the Signature stage.

To add or delete a document to either the pre-review or formal review stage.

1. Go to the Related Document detail tab.
2. Click the Edit button to enable adding and deleting your documents.
3. Use the Relationship grids to add and delete documents.
4. Click the Save button.

All issued activities will reflect the changes to documents attached to the Change Order.