Viewing and Editing Documents
Overview
Document details can be viewed and edited by clicking on the document on the Documents tab of the parent functional area record. Document content can also be edited within nVIRO through a third-party plug-in.
Main Fields
The following fields appear on a document details page.
On pages where the document editor opens, document details can be collapsed by clicking the Hide Details button.
Field | Description | Notes |
|---|---|---|
Name | The name of the document. | For uploaded documents or documents added via form attachments, this is the file name. |
Document Received Date | The date the document was received. | For uploaded documents, this is the generation date. For system-generated documents, this field is not available. |
Description | A short description of the document. |
|
Applicant Confidentiality Request Comments | Comments from the applicant submitted with a document for which confidentiality was requested. |
|
Security Classification | The document’s security class. | The default options are Internal, Confidential, Restricted, Authorized External User, and Public. For more information, see the Documents page. |
Reason for Restricting Public Access | The reason the document is not publicly available. | Available for documents with Internal, Confidential, Restricted or Authorized External User security classifications. A document cannot be made public if a reason is specified. To make it public, first change the reason to “Unassigned.” |
Agency Confidentiality Settings | Confidentiality settings for the document. | Available for documents with Confidential or Restricted security classifications. For more information, see the Designating a Document as Confidential page. |
Create Event when Finalized | A checkbox indicating whether the system automatically creates an event on the parent record when the document is finalized. |
|
Document Origin | The document source. | For generated documents, the document template used is also listed. |
Content Section (In-Browser Document Editor)
nVIRO allows for in-browser document editing using a third-party plug-in called Aceoffix. A Content section containing the in-browser Aceoffix editor appears beneath the main document details.
When a document is opened by a user with permission to edit it, Aceoffix opens in a browser-independent window. With a few exceptions, Aceoffix functions exactly like Microsoft Word. Internal users must have Microsoft Word installed to use Aceoffix. Aceoffix is not available on mobile devices.
For information on installing the Aceoffix plug-in and troubleshooting common issues, see the Installing and Troubleshooting Aceoffix page.
To save edits while working in the document editor, click the Save button, the Save icon at the top left of the document, or File > Save.
Finalizing a Document
When the document is complete, its status can be changed from Draft to Final by clicking the Save and Finalize button in the sidebar.
After a document is finalized, only users with the Documents Administrator security role can revert it back to Draft status.
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