Editing Documents

Learn how to edit documents.

To edit an existing document:

1. Switch to the document record and select Open document from the context menu. The document is opened in the associated application.
2. Edit the document and save it from the application.
3. Close the document or application.

You are asked whether you wish to save the document (twice for standard documents). Confirm with Yes.

The document is saved in the Aurea.CRM database, and can no longer be opened from outside Aurea.CRM. It may however still appear as a recent file in the File menu in the application.

Select Load new document from the context menu to replace the document in an existing record.