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How do I rename or edit documents from a contact’s profile?
How do I rename or edit documents from a contact’s profile?
You can edit files attached to a client from their recent documents secion.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

On the Details tab of your contact, click Manage under Recent documents.

By clicking on options “...”, you’ll be able to choose whether to rename or archive it.

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