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Edit Document Details (Title, Type and Group) and Delete Documents

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

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.

To edit the settings of a document, click the blue edit pencil

You can edit the document's name and description

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."

Move a document to a different packet section

Modify the download settings for a document (if your institution allows downloading)

Toggle downloads on or off and click the "Update" button.

Modify the download settings for a document (if your institution allows downloading)

Set who has access to the document

Click the dropdown menu labeled "Access," and select who should have access to the document

Set who has 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.
Click the trash logo at bottom right to delete a document

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.

Administrators and Committee Managers can also edit the above settings on multiple documents at a time

Click the folder icon to move the selected documents to another packet section

Click the folder icon to move the selected documents to another packet section

Click the download icon to turn downloading on or off for the selected documents

Click the download icon to turn downloading on or off for the selected documents

Click the lock icon to update document access (who can see what) for the selected documents

Click the lock icon to update document access (who can see what) for the selected documents
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