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.

Field

Image

Text Box

Type in specific information that is unique to that record.

Reference List

Select from a pre-defined list of records to choose from.

Data Fields

Select the Today button or search for a specific date.

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.
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. Note: All pages select will rotate when you select Apply.
3	Click Apply in the header to complete the action. You will see the change of that page immediately in the viewer
4	Click Save and Close to complete the document indexing process.

Indexing_Editing Records - New

Types of Edit Fields