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Documents - How to amend a document

The contents of the document templates in Citation HR Software were drafted and approved by our legal team Citation Legal. If you must make changes or need to amend documents, this article summarises the steps on how a user can use the "Amend in Word" feature. Use this option only if the body of the document needs to be modified.

There are few things to consider prior to amending a document:

  • It can potentially create risks for your company.
    Please ensure you have HR/legal advise on the changes you make as Citation HR will not be liable on any risks associated to the changes you make.

  • You can only amend documents that were created via the Citation HR Software system.
    This means that any scanned/uploaded documents cannot be amended.

  • If you have your business' letterhead uploaded in the Citation HR Software system, your letterhead will be lost. (Please see article "Letterhead branding lost after using "Amend in Word").

 

Below are the steps: 

1. Locate the document.

2. Click on the document name.

3. You should now be in the "Document Information" page.

4. Click "Amend Document in Word".


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5. You will see a pop-up window with important notes. After reading it, click "Amend in Word".

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6. Click "Download copy".

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7. As mentioned above, for those who have their company's letterhead already saved in the system, it is expected that your letterhead will be lost. After finishing the amendments of your document, you can manually add the letterhead to the Word document, and convert the document back to PDF file format.

8. Go back to the Document Information page. Click "Upload a new version of this Document" to upload your amended version of the document.

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Citation HR's Implementations Team can also deliver customisation and configuration of your company's templates. In Citation HR Software, templates are any type of documents that can be generated through Citation HR Software's Question and Answer (Q&A) wizard.  These include Citation HR Software's standard generic letters, employment contracts and policy templates.

Please contact us at support@hrassured.com.au should you wish to request for this customisation. By doing this, you no longer need to amend your documents and manually add your letterhead from time to time.