A supplier edits a draft through an edit link
Who is involved
| Role | What they do |
|---|---|
| Documents admin | Creates the edit link and reviews the result. |
| External recipient | Edits the draft in the browser. |
| Tenant admin | Enables edit links for the company. |
Step by step
- Tenant admin
Enables edit links in Settings, Features, after the platform administrator has allowed them.
What they see:The Can edit option appears for people who hold the edit-link permission.
- Documents admin
Creates an edit link with a password of at least six characters and up to 30 days of life.
What they see:The link is shown once.
- External recipient
Opens the link, enters the password and edits the draft.
What they see:The editor opens with the draft.
- Documents admin
Opens the version history.
What they see:A new version for each save, audited as a sensitive action.
- Documents admin
Restores an earlier version if needed and revokes the link.
What they see:The earlier version is now the newest and the link no longer works.
Who is told what
No alert is sent; the owner reads the Activity tab and the version list.