Editing, Deleting, and Downloading Documents - Document Library
- Go to Settings -> Document Library
- Select a document to edit
- There are two ways to edit
- Click on the drop down across the document and click Edit
- On the right side, where all of the document details are, click Edit
- Choose a replacement file, edit category, edit description
- Click Save
NOTE: Replacing a file will update all records with the updated file
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All modules will allow you to mass upload multiple files “Add From Library.” All files directly uploaded from a specific module as an attachment using “Select File” or “Add URL,” will be added to the Document Library. Go to any module Click on an ...Add Attachments and URLs Using the Document Library - Document Library
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