Editing Documents in the Shared Documents Tab

Only Administrators and Info Managers have rights to modify documents already uploaded.

To edit documents in the Shared Documents tab:

1. From within My CRM, select the Shared Documents tab.
2. Locate the document you wish to edit and click on the hyperlink to open it.
3. Click on the View Attachment button to open up the attached document, and Save it locally.
   
4. Make the document changes you require and Save them.
5. Ensuring that you make a note of the document details, return to CRM and delete the existing document using the Delete button. You are returned to the list of documents.
6. Select the Add File button to begin uploading the updated document.
7. Select Save. Users can now access the updated document from within My CRM | Shared Documents.

Go to Managing Documents home page...

See Also:

Document Drop

Shared Documents

Accessing Documents in Shared Documents

Filtering Shared Documents

Adding Documents to the Shared Documents Tab