How to Edit a Document Package

Only Document Packages that are in a Draft or Rejected Status can be edited.

Steps

1. In the left navigation pane, click on ‘Portal Uploads’.
2. Click ‘Packages’.
3. Use the search bar or filters to find the package in need of editing.
4. Open the Document Package Details page by clicking on the desired package.
5. Click ‘Edit Package’.
6. Add/Update the necessary information.
7. Click ‘Preview Package’.
8. If only one document has been uploaded, then a preview of that document will be displayed (if the file type is supported). If multiple documents have been uploaded, each document can be viewed by selecting that document from the dropdown in the top left corner of the page.
9. Click ‘ Submit for Review’. A comment can be added if desired.
10. If a default reviewer is specified, they will receive a notification that the package is ready for review. You can choose to submit the record to a specific reviewer by clicking ‘Specify Reviewer’ and selecting a user from the dropdown.
11. Click ‘Submit for Review’. The reviewer will be notified.
12. The Package will receive a Pending Review status and will be found on the Document Packages tab in Portal Uploads.

Note: If the package began in a draft status, rather than submitting the package for review, the package could be saved as a draft again.