Edit a Document

You can edit existing documents in a document list. The SysAdmin or MSP Admin role is required to edit a master document, however, if you have the 'Contract Management' permission, you can edit a master document (customize) at the client country or supplier level. See MSP User Permissions.
Note: Customized documents automatically flow to the supplier level.
Note: Custom work order templates can be configured at the OpUnit level.
  1. Navigate to the Configuration page in the MSP view.
  2. Depending on the level you editing the contract at, navigate to:
    • Supplier tab > <supplier> > Supplier Documents
    • <client_country> > Supplier Documents - custom document
    • MSP tab > Supplier Documents - master document
      Note: Editing a master document at the client country level creates a custom (specific to that client and country) version of the document.
  3. Locate the document to edit in the document type list.
  4. Click .
  5. Modify the fields as necessary.
  6. Click .