Documents: Editing
Ellen Armsden
Last Update a year 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 Crew to share documents with multiple connections at the same time - if Documents could be edited by one party, this could cause issues for Crew or Businesses they'd shared with.
It is worth getting the Document right as once it is uploaded correctly, it could be the last time that Document ever has to be uploaded into a system…!
What should I do?
If you upload a Document, or a Crew Member shares a Document with you that needs to be changed:
- download the Document if necessary
- remove the original Document from the Workflow and archive it
- upload the Document and re-profile
If you add the Document to the Workflow, the Crew Member will get a copy of it.
You may want to let them know that you've re-profiled the Document as they may want to archive the original one they sent
Alternatively you can ask the Crew Member to access the Workflow again, and upload the Document again, correctly profiled.