Editing a Document Record

Navigation: Records > Person > Document

Tip: Accepted file formats: pdf, doc, docx, and jpg. Maximum file size: 50 MB. 

1. From the bottom navigation bar, click Records
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person record with the document you want to edit or scroll through the list of people records on the page
4. Click the name of the person. The Person Record page will display.
   
   
   
   
5. Click the Documents tab. The Documents page will display.
6. In the Search field, enter the name of the document you want to edit or scroll through the list of documents on the page
7. Click on the name of the document. The document fields will display.
8. Edit the document field(s) you desire. See Creating a Document Record for instructions.
   
   
   
   
9. Click