PM Document Edit Manager Form
Use this form to edit generated project documents before you send them to applicable contacts.
For example, you can generate an RFI document and then edit the RFI before emailing it to a project contact. If there are multiple contacts on the email, you can edit the document generated for each contact.
There are two ways to edit the generated project document. Use the one that best fits your workflow.
Edit a Generated Project Document Using PM Document Edit Manager.- Edit the generate document(s) directly from the PM Send Documents form. For more information, see