Revising an Uploaded Document

Important: Revising a document sends it back to Draft status where the document owner must restart the review and approval process. You may want to consider starting a discussion thread first (see Starting a Discussion) to avoid unnecessary process delays.

With the document open that you've been assigned to review or approve, click Revise, and then click Revise again to confirm.

Note: If you see an alert like the one below, it means that another user (another approver or an administrator) is working on the document. You will not be able to revise the document until the other user closes it. If you want to be notified when the document is available, select Notify me by email when the document is no longer checked out, and then click OK to clear the warning.

Click Open Document.

An alert appears to let you know the document is being downloaded. Click OK.

What you see next depends on the browser you're using.

Internet Explorer: You are prompted to open or save the downloaded file. Click Open.

Chrome: The file is automatically downloaded and shown in a footer. Click the file to open it.

Firefox: You are prompted to open or save the downloaded file, with Open with preselected. Click OK.

The file opens in whichever program is associated with that file type in your Windows settings. Make your revisions, and then save the file to disk.
Back in the PolicyTech document window, click Import / Overwrite.

Click Browse, find and click the file you want to upload, click Open, and then click Upload. (Alternatively, you can open Windows Explorer, find the file you want to import, click and drag the file onto the Drop file here box, and then click Upload.)

Click Done Revising.

(Optional) Type an explanation of the changes you made.

(Optional) To add what you wrote to this document's discussion board, select Post to Discussion Board (see Working with Discussions for details).
Click Save, and then click OK.