Administrators and Committee Managers in ByCommittee P&T can change the title and type of a document, move the document to a different group, or delete it altogether.
Note: documents uploaded by the candidate can be moved to a different document group, but may not be deleted, and the title and type cannot be edited.
Navigate to the Case page by clicking the candidate's name in the list
To edit the settings of a document, click the blue edit pencil
This will open a dialog box where you can edit the name and description of the document, move the document to a different section of the packet, modify download permissions, and set what types of users have access to the document.
You can edit the document's name and description
Move a document to a different packet section
Choose a new section for the document and click "Update."
Modify the download settings for a document (if your institution allows downloading)
Toggle downloads on or off and click the "Update" button.
Set who has access to the document
Click the dropdown menu labeled "Access," and select who should have access to the document
Click the trash logo at bottom right to delete a document
Note: Deleting a specific document, depends on your role and permissions.
- Candidate uploaded documents can only be deleted by candidates.
- Only pre-submission or while candidate editing is 'enabled'.
- Committee uploaded documents can only be deleted by the Institutional Administrator or Unit Administrators.
- Committee Manager uploaded documents can only be deleted by that specific Committee Manager.
Administrators and Committee Managers can also edit the above settings on multiple documents at a time
Select one or more documents from the list, or click the square above the list to select all documents in the packet section.