Document edit mode

To edit a document, when viewing a document, clicking the edit mode switch in the top right corner of the document toolbar enables switching from the default review mode to edit mode. Clicking the switch again returns to review mode. You can also double click in any fragment in a document to switch to edit mode. In both modes, you see the available action icons in the left sidebar and right sidebar. 

When you’re in edit mode and you click a fragment in the main section of a document, the editing icons are then available in the middle of the document toolbar.

Fragment edit icons

You can also use the icons available to the right of each fragment:

• icon – click to see these action icons:
• – move fragment up (fragments cannot be moved to a different section).
• – add an edit note with optional label.
• – add a label to the fragment. To remove the label, click the icon again and clear the label or select a different label to apply, then click Update.
• – resets content to the last saved content.
• – archive the fragment. You need to confirm if there are any reverse references to the fragment.
• – move fragment down (fragments cannot be moved to a different section).
• icon – save changes to the fragment (press Control+S to save all fragments).

For quick editing of the PSML source code for a document, see PSML quick edit dialog.