Welcome to Cobuilder Training Portal
This guide shows how to open a document to see its details, edit the information, or set the document as expired.
How to do it
1
Go to Documents in the top menu.
2
Click a document in the list. You can only open documents you own – documents you don’t own are shown without a link in the list.
3
Below the document name, you find two buttons: Edit and Expire.
4
Click Edit to change the document information. When you have made your changes, click Save to update the information.
5
Click Expire. You are asked to confirm your choice.
6
Confirm by clicking Expire in the dialog box. You get a green confirmation message, and the buttons change to Edit (disabled) and Activate, so you can activate the document again if needed.
