Objective
Edit an existing figure document for a site in EnviroAutomate. The edit page lets you update figure details, design figures using the built-in Figure Generator, upload PDF documents, publish revisions, and create new revisions of published figures.
Key Steps
1. Navigate to the Figure Document
In the left sidebar under Tasks, click Sites
Click on the site containing the figure document
Select the Figures tab on the site edit page
Click on the figure document row you want to edit
2. Review and Edit Basic Information
The top section shows the figure document details:
Name - Editable when the current revision is in Draft status. Disabled when the revision is Published. Must be unique within the site.
Figure Type - Display only. The figure type is set when the figure document is created and cannot be changed.
Revision Number - Display only. Shows the current revision number.
Summary - Editable when the current revision is in Draft status.
Published By and Published Date - Display only. Shown only for published revisions.
3. Add Content to a Draft Revision
When the revision is in Draft status, the Document section offers two options side by side:
Option 1: Figure Generator (Recommended)
Click Open Figure Generator to launch the built-in visual editor
The Figure Generator is a canvas-based tool where you can design site plans and diagrams with shapes, layers, and annotations
It automatically loads the site's assessment location coordinates for plotting on the figure
You can export the figure as a PNG image or PDF directly from the editor
Your work is saved automatically as you design
Option 2: Upload Existing PDF (Alternative)
Click Browse... to choose a PDF file from your computer. The filename appears in the input next to the Browse button.
Click Save at the bottom of the page to upload the PDF and attach it to the revision
Only PDF files are accepted
If a PDF has already been uploaded, choosing a new one and clicking Save replaces the existing document
4. Review the Document Preview
Once a PDF has been uploaded or generated, the Document Preview card displays:
A preview of the PDF document inside the page
The filename and file size
A download icon to save the PDF to your computer
A trash icon (Draft revisions only) to remove the uploaded PDF. A browser confirmation prompt appears before removal.
5. Publish the Revision
Ensure the draft revision has content - either a PDF uploaded or content created in the Figure Generator
Click the Publish button at the bottom of the page
The revision status changes from Draft to Published
If a previous revision was published, it is automatically marked as Superseded
Once published, the Name and Summary fields become read-only
Creating a New Revision
After a revision has been published, you can create a new revision to make updates:
Open the published figure document
Click the Create New Revision button at the bottom of the page
A new draft revision is created with the next revision number
The Figure Generator content and metadata from the published revision are automatically copied to the new draft as a starting point
You can then modify the figure and publish the new revision when ready
Differences from the Create Page
The Figure Type field is read-only on the edit page
The edit page includes Document upload/preview, Publish, and Create New Revision functionality that is not available on the create page
Field editability depends on the revision status - Draft revisions allow editing, Published revisions are read-only
Revision Workflow Summary
Draft - The revision is being worked on. Name, Summary, and Document can be edited. Can be published.
Published - The revision is finalised and read-only. A new revision can be created from it.
Superseded - A previously published revision that has been replaced by a newer published revision.
Audit Log
All changes to figure documents and their revisions are recorded in the audit trail, including who made changes and when.
Cautionary Notes
You cannot publish a revision without content - either upload a PDF or use the Figure Generator first
You cannot create a new revision if a draft revision already exists. Publish or discard the current draft first.
Removing an uploaded PDF cannot be undone - you will need to re-upload the file
Publishing a revision is permanent - the published revision becomes read-only and any previously published revision is superseded
The Figure Type cannot be changed after creation. If the wrong type was selected, create a new figure document with the correct type.
Save is the only way to persist changes to Name, Summary, or a newly selected PDF on a draft. Closing the page without saving discards your edits.
Tips for Efficiency
Use the Figure Generator for best results - it integrates with the site's assessment location data and produces consistent, professional figures
Review the figure in the Document Preview before publishing to ensure accuracy
Use the Summary field to describe what changed in each revision for easy tracking on the Figures list
When creating a new revision, the previous figure content is carried over, so you only need to update what has changed