Edit documents
- Last UpdatedFeb 20, 2024
- 3 minute read
The editing options available for documents depend on the area of AVEVA Contract Risk Management in which the documents are located, as well as on user permissions or document states.
When documents are opened for editing the document is automatically reserved for the user. The reservation is cleared when the document is saved or replaced. While a document is reserved no other users can edit the document or its properties, or delete the document.
Only users with the Documents - Clear Document Reservation permissions can clear document reservations by other users.
When you click the 
Edit icon for a document, the possible edit options are displayed.
The following table lists ALL edit options. The specific options depends on the document type, status and location.
Note The editing options for documents attached to communications and communication reviews is different from the options described below. Microsoft Word and Excel documents attached to communications and communication reviews can be updated in their applications and saved directly back to AVEVA Contract Risk Management using the File Assistant add-in for Microsoft Office. For further information, see The File Assistant.
|
Option |
Effect |
|
Reserve and download file for editing |
Reserve the document for editing. Other users can only edit the document if you release your reservation manually or by saving a new version of the file. |
|
Rename the file |
Allows you to rename the document. See Rename documents. |
|
Add a new version of the file |
Version tracking is enabled. Adds a new version of the document. The name of the document is suffixed by (V#), where # is incremented by 1 for each version. |
|
Replace the file with a new version` |
Version tracking is not enabled. Replaces the current version of the document with a new version. The current version is not retained. |
|
Abandon your changes |
Abandons changes made to the document and reverts to the unedited version. |
|
Enable version tracking for the file |
Allows documents to have multiple versions. If version tracking is enabled, a (V*) suffix is appended to the document name. If the document has only one version, it will be displayed as (V1). As new versions are added, the version number is incremented by one (V2, V3, ...). |
|
Disable version tracking for the file |
Removes earlier document versions and prevents new versions from being added. |
|
Enable / Disable ability to send file to contractor |
For tender documents: marks or unmarks the document as visible in the Contractor Portal to contractor contacts with appropriate permissions, and allows or prevents the document from being sent to contractors via dispatch or tender messages. |
|
Make the file visible in the Contractor portal / Hide the file in the Contractor portal |
For contract documents, marks or unmarks the document as visible in the Contractor Portal to contractor contacts with appropriate permissions. |
|
Mark the file as confidential / Mark the file as non-confidential |
Marks or unmarks the document as containing confidential information. Only users with Confidential access can view a Confidential document. |