Simpology Supporting Documents section has some clever functionality that allows you to 'edit' supporting documents as you view them - redact or highlight sections, make comment or add post-its. If you edit a document it will be saved as a new version and this is the version you can attach to send up to your lender.
The Edit functionality is Supporting Documents in made available when you drag a document to "View or Edit":
NOTE: the edit functionality will only work on a PDF document. If you drag a file of another type to 'view or edit', the system will recognise that it needs to be converted to PDF, and allow you to re-save as a PDF. Here I have uploaded a jpg - and the system is automatically suggesting a PDF file name to re-save the file:
Drag a File to the View/Edit Box
To View/Edit a document, grab the thumbnail of the document you want to view/edit, and drag it to the View/Edit box:
When you drag and drop a document into View or Edit, the document will appear in a third pane on the right:
You can expand the View and Edit screen by using the View Toggles here:
Edit Functionality
The Edit functionality is controlled by the functions along the top, and down the left of the document.
Thumbnails
This icon displays thumbnails of all the pages in a document for easy display and navigation to other pages.
Annotation Editor (Pencil)
This icon enables the edit functionality on the document. A key one is redact document:
For more information on editing documents, please go to:
how to redact a supporting document
how to add a sticky note to a supporting document
how to add free-text comments to a supporting document
how to highlight an area on a supporting document
Saving your edits and attaching the edited document to your checklist
When you have made your edits to your document, you can Save the document by adding a new title, and clicking SAVE:
Back in your default view, you will now be able to attach that document across to a checklist item:
