Editing a Filing Process

To edit a filing process

1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Filing Processes.

2. On the Filing Processes page, do one of the following:

• Click the name of the filing process you want to edit.

• Select the filing process, by clicking anywhere on the row, and then click .

3. The Filing Process page appears. For details about how to change its items refer to Adding a Filing Process.

4. Make the necessary changes and click Save. The system saves the modified process to the database and displays the updated Filing Processes page.