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Add a file may be accessed through the menus on the home screen, from the File Management Screen or when sending a message. Editing Files is available from the File Management Screen. The File Details function, accessed when you add or edit a file, allows you to modify the files that you have already added (or are in the process of adding) into the REACH Delivery system. The REACH Delivery file details screen, as shown below will then be opened. This screen should be completed with details that you can modify to identify and represent the file.
Please note that this is the same
screen used to add files into the REACH Delivery system, however
the
Restrictions: restrictions
are currently only available for PDF documents and one
or two
additional icons
What do the symbols mean? (click on the icon or the link to jump to information on that subject)
When you click on the edit file
contents icon
When you click "ok" the file will open in a standard editor for that document (if you have an editor on your computer) or REACH Delivery cannot find an editor for the document type then you will either by be presented with a further information screen. This will indicate that the file has been made available to you the following location: 'C:\Documents and Settings\<username>\My Documents\REACH Delivery Edit\Safety data sheet Clean Chain.pdf'
Once you have made your changes you
can upload your changes using the
You can also open the folder location immediately to edit/modify the file
If you do open the file location then you will be into standard "Windows" file management screens (as shown below)
Once you have completed the edit functions that you need to perform the close the file as normal and you will find that the REACH Delivery screen has returned to the main edit screen, as below.
The
Check the document back into REACH Delivery/upload your changes
using the
Restrictions are only currently available for PDF
documents, however, it is planned that they will be made
available for other types of document in the future.
Editing a PDF document is exactly the same as for other
documents as described above, except that two additional
icons are available to the user
restrictions are applied to a document to allow (or block) a user, internal or external from executing certain actions on specific documents.
The 2 types of restrictions available are the ability to Print a document and the ability to Export (copy) a document.
An audit count of the number of times a file is printed by a user and group that has such rights is maintained.
The default set of restrictions that is applied to documents managed by REACH Delivery are shown opposite. These can be changed only for a document previously loaded into REACH Delivery (i.e. managed) and only by the administrator or owner of the document.
Additional information on restrictions may be found on the restrictions help page.
Selecting the ‘Manage company restrictions’ you can view all the companies that have restrictions that differ from the default and see what those restrictions are.
If the default is changed after the files have been sent, companies that have already received files with the original restrictions will automatically have the new default implemented, same as an updated document.
The list of companies with their own restrictions (one’s that have been given a different set of restrictions at send time) will remain listed even if their constraint now matches the default, they are still operating on an independent setting.
Selecting the ‘Who can view this file’ from the file menu will allow you to view all users who have restrictions set that differ from the default that you set. You will also be able to see here people in other companies that have had the file distributed to them where different restrictions have been set.
Document restrictions can be altered when sending a file to another company or when distributing the files within your own group. When the change restrictions is selected the system default settings are displayed for you to change as required.
The recipient receives the file with restrictions as defined by the owner, they can distribute the files with the same or lower level of constraint i.e. more restricted, again the user is displayed a box with the system wide defaults, any attempt to set high levels access (i.e. less restricted) will be ignored.
Additional information on restrictions may be found on the restrictions help page.
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Additional Support: Contact REACH Delivery Support Marketing and Sales: Contact REACH Delivery |
REACH Delivery 
Replace Document,
Edit File and
Undo Checkout icons are not available when
adding files. 
are
displayed. Please refer to the section on
Save
Changes - Clicking the Save Changes icon
will
commit your changes and update the file in the system.
Undo
Checkout - used when editing files and is
described as part of the edit files process
Metadata
(extended search) - Local company metadata
associated with a document is described on its own help
page that can be accessed from this
File
Edit History - opens the
Allow
Document Extract - If this option is selected, recipients of the
document will be able to extract the document in an
unencrypted format so that it may be used outside of the
REACH Delivery System.
Manage
Default Constraint - Clicking the manage default
constraint icon will bring up the following screen:
Manage
Company restrictions - Clicking the manage default
constraint icon will bring up the following screen: