Documents: Editing
Ellen Armsden
Last Update 4 months ago
When a Document is profiled and saved, it is locked down and can't be edited.
This ensures that the Document sharing functionality between Crew and Businesses is super simple. The Crewdentials platform enables you to share documents with multiple connections at the same time - if Documents could be edited by one party, this could cause issues for you or your Connections.
It is worth getting the Document right as once it is uploaded correctly, it could be the last time that you ever upload it into a system…!
What should I do?
If you upload a Document that needs to be changed:
- download the Document if necessary
- archive the original one
- upload the Document and re-profile
If you've previously shared it with your Connections, you might want to provide an updated copy.
Go to Profiles, select a Profile with your Connection, find the Document Block and Click Add or Select Document to access your Document library. Press Save and Submit and they'll be notified that you've shared a Document with them.