When you are assessing a deal, you might need to 'Edit' a supporting document that has been provided by a broker/submitter.

Eg you might need to redact a Tax File Number; or you might want to highlight some detail on the document.

If you do 'Edit' a document with the Supporting Documents tools, the uploaded document will automatically update to your new, edited version.

In this article, the example is that I want to redact a Tax File Number from a PAYG payment summary.

Drag the supporting document to "View or Edit"

Click and drag the checklist document across to "View and Edit":

This will open a third panel, with a full view of the document, and the editing panel made available:

You can expand this third panel for easier viewing and working:

Edit the Document

Click on the pencil to Edit the document:

This will open the editing panel:

You have a number of editing controls: redact, highlight, add notes etc

To redact the TFN, select the redaction icon:

And then highlight the area you want to redact:

And then use the "finalise redaction" icon to make it stick:

Save your Edits by adding a new Document name; and click Save:

You can click back to the regular view by clicking the "Default View":

You will note, the Document attached to your checklist item is now your Edited version 🤩