Create or edit section
A section
is a workspace for an entity. Each section can be assigned to user(s) for them to
access it. The same section can be assigned to multiple users, but multiple
users cannot access the same section simultaneously. If someone
tries to access the section, there will be a pop-up with the name of the user
currently working on the section.
Sections can be created or edited in two ways:
- During the creation of the document, you can create or modify the sections.
- After the document is created, you can click on the "Edit Workspace" icon in the document process screen to create or modify sections.
By organizing your workspace in this manner, you can efficiently manage tasks and ensure that each user has a dedicated space for work.
Add a section
If you wish to include a new section after the document has been created, follow the below steps:
- Right-click on Document and then select "Add Section."
- In the provided input field, enter the desired section name.
- Confirm your selection by clicking the "Save" button.
Upon
completion of these steps, a new section will be successfully added to the
document.
Remove a section
To eliminate a section from the document, kindly follow the prescribed steps below:
- Right-click on the section that you wish to remove.
- Choose "Remove Section" from the context menu.
This
process will lead to the successful removal of the selected section from the document,
also ensuring that your workspace remains streamlined.
Rename a section
- For renaming a section, right-click on the section you wish to change. Choose "Rename Section."
- Enter the new name for the section.
- Click
the "Save" button to confirm and save the name change.
By renaming
sections, you can create a user-friendly workspace that facilitates easy navigation
during the tagging process.
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