Edit a document

You can edit a document, if required. Click on Documents in the sidebar.

 

The list of documents appears. 

Locate the target document in the list.

In Action column, click on the three dots to see different actions.

 

Click on Edit.

The document opens and you can see the document details, its content, and the notifications settings. (Please see Add new document for more detailed steps on how to add or update the document information.)

Make changes as required.

Click on Save to save the changes.

 

Delete a document

There are different options to delete a document.

 

In documents' list

In the Action column, click on the three dots to see the actions. Click on Delete.

 

The system asks to confirm if you want to delete the document.

 

Click on Ok to confirm it.

 

While viewing document details

When you open a document to see its details, the Action menu shows you an option to delete it. (Please see Document details for more information.)