Edit a document

First, go to the documents page
It should look a little like this:

Then click the Edit button next to the document you want to edit. If you can't find it, try searching for it

After clicking the Edit button you should either:

  •  Be returned to the top of the page with the document details 
    • If so, you can change any fields you want to, or even replace the attached document.

  • Be taken to the Invoice page (if you are editing an invoice)
  • Be taken to the Service Agreements page (if you are editing a Service Agreement)
  • Be taken to the Note (If you are editing a note)
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