Editing an Instrument

Now that you have created the Instrument, you can complete it one branch at a time.

To edit an Instrument:

From the Home/Dockets screen, select your Docket in the list.
From the green arrow menu to the right of the Docket, select Open.

The Docket opens, displaying the Instrument List.

From the Instrument list, select the desired Instrument.
From the green arrow menu , select Open.

The Instrument displays.

Note: The data and display shown in these scenarios may differ from the display in your training environment.

Now you can complete each of the branches in your Instrument. Branches are roughly arranged in the order they should be completed (i.e. you can't proceed with certain Party From or Party To branches until you complete the Properties branch), so you can start at the top and move on down.

As you complete each branch, select the Save button at the top of the screen to save your work.
You can move from one branch to the next by selecting the Next button at the bottom of the screen.

To learn more about completing the individual branches of a sample Instrument, visit The Instrument navigation topic, and select the branches there to view a topic describing each branch.