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Case documents
Editing a document
Case documents

Editing a document

Once you have added a document, you can edit its name, category, date or description. This is particularly useful if you’ve used the bulk upload feature.

  1. Go to the document you want to edit on the ‘Documents’ page.
  2. Select the edit button.
  3. Change the document name, category, date or description or replace the file.
  4. Select the ‘save’ button.
The edit button highlighted on an example document. This is the first link after the name of the document
Document list, showing the ‘edit’ button

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