Understand documents

Review and correct document details

Check the details on a document and save any corrections.

2 min read

Check a document record

  1. Open Documents and select the record you want to check.
  2. Compare its summary and key fields with the original. Use Download if you need to open the source file.
  3. Edit the fields that need correction under Review & office details.
  4. Choose Save confirmed details. Update the review status separately if needed.