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How do I edit an Atlas ISO Process Document?

Editing an ISO Document in Atlas

Written by Hayley Jones

You can update your ISO process documents in Atlas to keep your information accurate and compliant. Follow these steps to edit any process document.


Step 1: Locate the Document

  • Log in to Atlas.

  • Go to the “ISO Process Documents” section.

  • Use the search or browse feature to find the document you want to edit.


Step 2: Open the Document for Editing

  • Click on the document title to open it.

  • Look for the “Edit” button or icon (usually at the top right or in the document menu).

  • Click “Edit” to enter editing mode.


Step 3: Make Your Changes

  • Update the text, tables, or attachments as needed.

  • Ensure your changes follow ISO requirements and your organisation’s procedures.

  • Double-check for accuracy and completeness.


Step 4: Save and Submit

  • Click “Save” to keep your changes as a draft.

  • If you are ready to publish, click “Submit for Approval” (if required by your workflow).

  • Wait for approval if your organisation uses a review process.


Step 5: Confirm Updates

  • After approval, check that your changes appear correctly in the document.

  • Notify relevant team members if necessary.


Tips

  • Only users with editing permissions can make changes.

  • If you cannot edit, contact your Atlas administrator.

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