Changing Documents from the Hierarchy 

Use

Even if you are in display mode, you can change document info records from the document hierarchy.

Procedure

  1. On the Basic Data screen, choose (Extras → Hierarchy)

The Document Hierarchy screen appears.

  1. Select the document you want to change.
  2. Choose Change.

The Basic Data screen of the document appears. Here, you can change and add data as required.

  1. Save your changes by choosing Document → Save.

You see the document hierarchy again. The documents that you have changed are then marked with a tick in the list.