Account Management


 

Edit an Attached Document

 

Overview

This article will show you how to edit a document that is attached to an account.

Instructions

  1. Search and select a user
    rec_search_select_user.png
  2. Click Documents
    documents.png
  3. Select the Edit Tool next to the document you want to edit
    edit_document.png
  4. Configure options:
    options2.png
    • Title (required)Create a title for your document
    • Description (required): Add a brief description of the document
    • File: Click Browse to find and open a file from your computer
  5. Click Save Document
    save_document.png



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