Sometimes you may need to edit a brief or form after it has been created or completed. Here are the main details on how you can edit a brief/form.
There are three key considerations to being able to edit briefs:
- A user should either be the creator of, OR be named on the brief/form
- The users should have edit permissions
There are two main ways to do edit:
-
From the brief/form homescreen:
- Click the Three Dots Menu (⋮) on the particular brief/form record you wish to edit, and then click Edit
- Make the required changes
- Scroll to the bottom of the page and click SUBMIT, SAVE AND EXIT, SAVE AS DRAFT or SAVE AND NEXT
-
From within the individual brief or form
- Select the brief or form you wish to edit
- In the top right hand corner, click the Three Dots Menu (⋮) and click Edit
- Make the required changes
- Scroll to the bottom of the page and click SUBMIT, SAVE AND EXIT, SAVE AS DRAFT or SAVE AND NEXT
*Please note that if you are unable to see the Edit option in the Menu, this will be because the brief/form has been approved/completed. In order to edit, you will need to revert the brief/form. Please review How do I edit a staged brief/form?
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