Any time you see the pencil/details icon  at a record level, it will open up the page that allows you to edit the record. At this page, you can either review the information or update details and save.

Types of Edit Fields

There are different types of fields that you may edit in the system.  These 'drop-down' lists are generally fixed and you do not have the ability to add new ones as these are maintained by the company.

Records

As referenced in the earlier section, you may need to link different existing data records in the system. These are in separate sections in the database.

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title Step-By-Step
Step Image 1 First, select the Add link. Image Added 2 You will be redirected to the Retrieve > Search screen for this record set. Image Added 3 Once you identify the record(s) to link, click the Select button and that record value will be applied. Image Added 4 Once you've updated all your changes, select the Save button to complete. Image Added 5 The selected data will now show in that indexing section. You can repeat the steps If you need to add another record.

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Unindexed Documents

Document Indexing Functions

Documents that are not created through Starting Point must be indexed before they will show up by using the global search function. There are four ways to index documents in Docupace.

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Barcodes

Method 1: Barcodes

1. Select documents you wish to generate barcodes for.

2. Click on the Barcode button at top of the page. 

3. The new Barcode coversheet will appear.

 Method 2: Stamping Documents

 This method is discussed under Document Tools.
 

Method 3: eSign

 This will be discussed in a separate section.

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Removing Records

Method 4: Removing Records

 If you have the rights to remove documents from a work item, you will see a trash can icon when you hover your mouse over a document. You can remove documents one at a time, or select multiple documents and remove them all at once. These documents are NOT deleted, they are still in the newly created Account Subfolder.

 Document Tools

At the bottom of your Document Details page, there is a section called Document Tools. From within here, you can:
 

• Rotate Images

• Split Documents

• Stamp Pages

• Update Document

Rotating Images

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title Step-By-Step
Step Images 1 Select the page that you want to rotate and left-click on the icon. The different page rotations appear for you to select. Image Added 2 Once you select it, the image will appear in the direction you've chosen and the action will be shown. In this example, it was Flipped. Undo and Select Multiple Undo: If you want to undo the change, a new value appears in your drop-down list called "Remove Rotate" for you to select. Select Multiple: If you want to select multiple items to process at the same time, select the boxes at the top and select the check-mark. The rotation button will appear. Select the rotation type.  Image Added Info Note: All pages select will rotate when you select Apply. Image Added 3 Click Apply in the header to complete the action. You will see the change of that page immediately in the viewer. Image Added 4 Click Save and Close to complete the document indexing process. Image Added

Stamping Pages

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title Step-By-Step
Step Image 1 Select the record you want to stamp. Image Added 2 Click Stamp and select the appropriate stamp from the dropdown list. Image Added 3 A popup will appear. Click Complete to finish stamping the document. Image Added

Splitting a Document

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Splitting a Document

To split a document means to remove the pages from the existing document and place them in a new document: