Maintaining Text Documents

A text document is a block of text that can be customized by your agency for display in a specific area of the application for a specific purpose, and if you wish, for a specific time period. For example, your agency may want to put a welcome message on the Home Page News component or display explanatory text during the signature verification process for payrolls and subcontractor payments.

You can create these types of text documents:

Change Order Signature Block Text
Contractor Payment Signature Block Text
External Process Bidder
External Process Contract Current DBE Commitments
External Process DBE Commitment
External Process Payroll
External Process Subpayments
Federal 1392 Report Legal Text
Home Page News
Proxy Entry

The Text Documents component contains an accordion list of all the text documents currently being used in the system. To access the Text Documents component, click the Text Documents link in the System Administration component.

Each row in the list represents one text document record. To change a text document, click anywhere in the row to expand the record and display all the available information. You can view or change information in these fields:

Note: To save an obsolete date for a text document, you must add an explanation in the Description field.

To delete a text document, select Delete from the Actions menu on the text document row.

To add a new text document, click the New button. The system adds a new row at the bottom of the list. All fields in the new row are blank. To create a text document record, you must enter information in all fields that display a red asterisk. Record information in other fields as needed to add additional information to the record.

Note: Only one record for each text document type can be active at a time (except the type Home Page News).

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.