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Editing documents in the Shared Documents tab

User Requirement: System Administrator or Info Manager Administration Rights

1. Click the My CRM | Shared Documents.
2. Find the document you want to edit and click the document link.
3. Click View Attachment to download the attached document.
4. Open the document, make your changes, and save the document locally to your computer. Note the document filename.
5. Return to Sage CRM. Click Delete and Confirm Delete to delete the existing document.
6. Click Add File to upload the updated document.
7. Click Save.

See Also:

Document Drop

Shared documents

Accessing shared documents

Filtering shared documents

Adding documents to the Shared Documents tab

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