How to Edit a Document When Running a Workflow

This article explains how to edit generated documents while running a workflow. This article uses the Grant Shares Under the Stock Incentive Plan Workflow as an example, but these steps apply to any workflow. Please note that you will only be able to edit the workflow if you are at the checkpoint, or if you are on the legal review or third-party review step.

1. Click on Edit Document for the document you wish to change. 
   
2. An outline of the document will display. Click on the section you wish to edit. 
   
3. Different edition options will be available depending on the type of section you are editing. Below is an example where you can change certain terms through the dropdown menus. The highlighted sections of the text will update automatically based on what is selected from the dropdown menu. 
   
4. This is an example where the entire paragraph can be edited using the text editor. Click on Customize Section Text to edit the wording, or Remove Section to delete the section from the document.  
   
   To undo any changes, click Use Template Text to restore the wording to the default based on the document template. 
   
5. Note that some sections cannot be edited, such as in this example. 
   
6. If no more changes are needed, click Save and the editor window will close. If you need to edit other sections of the document, you can click the Previous Section and Next Section buttons to navigate through the document, or you can click Back to Outline to see all sections of the document. If you do not wish to keep the changes, click Cancel to close out of the editor window.
7. Additional sections can be added to the document. From the Outline, click on Add Custom Section. Enter in the Anchor, Location, Section Title, and indicate if this is a numbered section. Click Add to save the new section. 
   

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Screenshots are for illustrative purposes only.

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