Recommend changes to a record document

1 minute
10 months ago

Recommend Changes to a Record Document

Perform the following steps to recommend changes to a record document via Info Exchange.

Record documents on Info Exchange are read-only.

To recommend changes to a record document

If you are not already there, go to the Document Control/Record Documents log by selecting View > Files and Documents > Document Control or Record Documents from the menu bar.

Select the title of the record document that you wish to change.

On the Record Document page, shown below, select the name of the owner to open the Contact Information dialog box.

Select the contact’s email address to open a new email window.

Enter your notes pertaining to the record document, then send the email.