Editing documents in Hapax ensures that your information is always accurate and up-to-date. Whether you're making minor adjustments or significant updates, this guide will walk you through the steps of editing a document, managing version control, and understanding approval workflows to ensure all changes are reflected properly.
Step 1) Log In and Access the Information Vault
Log in to your Hapax Account. Once logged in, navigate to the Information Vault located on the left side of your dashboard.
Step 2) Locate the Document
Browse or use the search bar to locate the document you wish to edit. Once found, click on the document to open it.
Step 3) Select “Create New Edit Version”
In the top right corner of the document page, click on the Create New Edit Version button. This action will open the document in edit mode, where you can make changes to the content and settings.
You can also open the document in edit mode by selecting the Pending Edit version from the Version History tab.
Step 4) Track Edits and View Additional Information
At the top left, you’ll see an indicator confirming that you are in the editing version of the document. At the top of the page you’ll see a taskbar where you can select from different editing tools.
Step 6) Interact with Version History, Add Comments, and Revise Text
While editing the document, you have the ability to view the current version, along with details on who has made previous edits and what time the edits were made in order to help track changes and maintain version control. You also have the ability to add comments or use AI to help revise your text. Simply highlight the specific words or sections you are focused on and select an icon to comment or edit.
Version History: To access version history, select the dropdown arrow on the right side of the page next to Version History. In this tab you will be able download the version history, as well as rename, duplicate, restore, and/or delete current and past versions.
Comments: Comments are visible to everyone who has access to edit the document. To leave a comment, highlight the section you’d like to comment on and select the Comment Box Icon. You can use this feature to leave notes, ask questions, or suggest revisions for your team. After you insert a comment, select post to make it visible.
Hapax Revising: Hapax allows you to enter a prompt for suggested changes, helping you revise your text. Highlight the section you’d like to adjust, select the Lightning Bolt and provide guidance on the changes (e.g., tone, style). Then Hapax will automatically update the verbiage within the document. Once you insert the guidance, select revise and Hapax will implement the updates.
Step 7) Select Submit for Approval
Once you have finished editing your document, select Submit for Approval to complete the update or initiate the approval process depending on your permissions.
Done!
Editing documents in Hapax is a straightforward process that empowers you to keep your information accurate and relevant. By following these steps, you can easily make updates, collaborate with your team through comments, and utilize AI for revisions. Remember to submit your edits for approval and finalize the document to ensure that your changes are published and accessible to all relevant stakeholders.