<< Go to Help Guide
How to Edit a Document
Step 1: Click on “Documents” tab on the top menu
Step 2: “Manage Documents” screen will be displayed as below, then search for the document that need to be edited.
To search for a document please refer to How to Search a Document
Step 3: Hover mouse over the gear icon of the document needs to be updated, and click on “Edit” icon
Step 4: Enter new details on “Edit Document” screen. Bold labels are mandatory fields. After finish editing, click on “Save” button to update the document and go back to “Manage Documents” screen
- If “Internal” checkbox is selected, then the document will be displayed for the staff, not to the client
- If “Is Send Email To Client” checkbox is selected, client contacts who are involved in the project will receive a notification email
- Document history will be displayed at the bottom of the screen.