Objective
This SOP outlines how to view and edit an existing document in EnviroAutomate. The Edit Document page allows you to update the document's name, type, and associations, preview the file, and download it.
Key Steps
1. Navigate to the Document
Click "Documents" in the left sidebar under the Tasks section
Find the document you want to view or edit in the list
Click on the document row, or click the edit icon (pencil) in the Actions column
You can also access documents from the Documents tab on a Site, Project, or Fieldwork Task edit page
2. Update Document Information
The Document Information section shows:
Filename - The original filename of the uploaded file (read-only)
Document Name - Update the descriptive name for the document
Document Type - Change the document type from the dropdown. This is required.
File Size - The size of the uploaded file (read-only)
3. Update Associations
Change which entities the document is linked to using the cascading dropdowns:
Client - Change the associated client. This filters the Project and Site dropdowns.
Project - Change the associated project (filtered by client). This filters the Fieldwork Task and Client Report dropdowns.
Site - Change the associated site (filtered by client). This further filters Fieldwork Task and Client Report.
User - Change the associated user
Fieldwork Task - Change the associated fieldwork task (filtered by project and site)
Client Report - Change the associated client report (filtered by project and site)
When the page loads, any existing associations are pre-selected in the dropdowns.
4. Preview the Document
The Document Preview section at the bottom of the page shows a preview of the file:
Image files (JPG, PNG, GIF, etc.) are displayed as an inline image preview
PDF files are displayed in an embedded PDF viewer
Other file types show a "Preview not available" message with the file's MIME type
5. Download the File
Click the "Download File" button to download the original file to your computer
6. Save Changes
Click "Save" to update the document's name, type, and associations
The page will remain on the Edit view with a success notification
7. View Audit Log (Optional)
Click the "Audit Log" button in the top-right corner to view the change history for this document
Differences from the Create Page
File upload - On Create you upload a file; on Edit the file is already uploaded and the Filename is read-only
File Size - Displayed on Edit but not on Create
Document Preview - Only available on Edit, showing image or PDF preview of the uploaded file
Download File button - Only available on Edit
Audit Log - Only available on Edit
Existing associations are pre-selected in the dropdowns on Edit
Cautionary Notes
The uploaded file itself cannot be replaced — if you need to upload a new version, create a new document and delete the old one
The Document Type field is required — it cannot be left blank
Changing the Client association will reset the Project, Site, Fieldwork Task, and Client Report dropdowns
Always click "Save" before navigating away or your changes will be lost
Tips for Efficiency
Use the Document Preview to quickly verify you are looking at the correct document without downloading
Keep document associations up to date so documents appear on the correct Documents tabs throughout the system
Use the Audit Log to see who uploaded or modified a document and when
Use Cmd+S (Mac) or Ctrl+S (Windows) to quickly save changes