Editing Non-Office Documents

Purpose

As a Document Owner, check out and revise a non-Office document, collaborate with contributors, and prepare it for review and approval.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Controlled Documents, Template Documents

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Document Owner PSG

Record Status: Draft

Steps

1. Open the Controlled Document record.

2. Click Edit in the Content section to download the file.

3. Open the file from your local Downloads folder.

4. Revise and save the document.

Example

Expected Outcome

• The Content is checked out and opens in the default application for the file type.

• The Content is locked for editing by the document owner.

• The Content Status is set to Checked Out.

Additional Resources

ComplianceQuest

• Undoing Document Check Out

• Checking In Documents

• Viewing Document File Details