Edit communication documents as a reviewer

Reviewers can edit any documents attached to the communication provided:

• The communication is in Draft state.

• The Allow Reviewers to Edit Communication Documents option was selected for the review.

  OR

  The reviewer has one of the following contract roles for the contract:

  • Contract Owner

  • Contract Administrator

  • Company Representative

This allows a reviewer to directly make changes to a communication attachment, rather than needing to save an edited copy as a review attachment.

They can also view and edit the details of documents attached to internal notes. The content of these documents can be viewed but not edited.

To view and edit documents attached to the communication:

1. While viewing the communication review task (see Access communication reviews as a reviewer), click the Communication tab.

   The documents are listed in the Attachments and Supporting Information (Internal Only) sections.

2. Click the name of a document to view it or edit it online, or click the icon to open the Attachment Details window, from which you can view its details, and download and edit the document.

   Note When you open the Attachment Details window or edit the document online, version tracking is automatically enabled for the document. See Version tracking.

See Edit a communication attachment for details of editing the document offline or online.

Different icons are displayed for attachments on the Communication tab and the Attachment Details window to indicate the document's properties:

- The document is Confidential; in other words, only users with Confidential access can see it. The member of the responsible party has Confidential access if one of the following is true:

• They have a contract role with Confidential access for the contract.

• The Assign Confidentiality Permission to Reviewers option is selected for the review.

- The document is either reserved for editing offline or is being edited online.

- The document has the Visible in Contractor Portal option set to Yes; in other words, contractors can see this document (communication attachments only).

- The document has the Visible in Contractor Portal option set to No; in other words, contractors cannot see this document (communication attachments only).