Managing Documents in RDI

Creating (Uploading) a Document

Upload a new document into a folder owned by your carrier.

Steps to Create (Upload) a Document

1. Select your carrier-owned folder in “Manage”
2. Select “Create Document”
3. Select “Choose File” and select the file
4. Select a value from “Document Type”
   - Add “Division” if a location-specific document type
   - Add “Subdivision” optional for location-specific document type
5. Select a value from “Country”
6. Modify “Document Name” if needed
7. Enter “Version” if needed
8. Select “Submit”

Updating Document Properties

Modify metadata for a document your carrier owns.

Steps to Update Document Properties

1. Select “Manage”
2. Select your carrier-owned folder and locate the file
3. Select the “Update Properties” icon in the Action column
4. Edit fields in the pop-up as needed
5. Select “Submit”

Replacing Document Content

Replace an existing document file with a new version.

Steps to Replace Document Content

1. Select “Manage”
2. Select your carrier-owned folder and locate the file
3. Select the “Replace Content” icon
4. Select “Choose File” and select the updated document
5. Select “Submit”

Deleting a Document

Remove a document your carrier owns.

Steps to Delete a Document

1. Select “Manage”
2. Select your carrier-owned folder and locate the file
3. Select the “Delete” icon in the Action column
4. Confirm deletion when prompted