Edit Documents and Invoices on the Documents Page V 1.0

If you're an Organisation Admin, you can update details for a document or invoice from the Document Page (Document Management System)

Any uploaded file can be edited on the Document or Invoice page.

For more information, please see Overview of the Document Management System.

Edit Documents and Invoices from the Documents page

1. Go to the Document Page Documents Icon

2. If editing a Document, click the 'Documents' tab

3. If editing an Invoice, click the 'Invoices' tab

4. Select the Document or Invoice

5. Click 'Edit' 

6. Add, delete or make changes to the information

Change a document or invoice

Click the 'Change' button below the document preview to replace a Document or Invoice with a new document.

8. Click 'Save' 

Note: The Category a file is saved under can be changed, but Documents can't be recategorised as Invoices, and Invoices can't be recategorised as another type of Document.

Organisation Admins should contact us with any further questions regarding this process.