Editing document information

On Desktop Browser
You can edit a document from the Job Docs dashboard or from Document Preview.

Method 1 – From Job Docs dashboard

1. From the main menu, go to Job Docs dashboard.
2. Select the document you want to edit.
3. Click the blue Actions button on the right side.
4. Click Edit. The edit screen will open, showing the current Document Name, Job, and Tag.
5. Update the fields as needed:
   • Document Name – Enter the new name for the document.
   • Job – Search for the job or select one from the dropdown job list where you want to upload that document to.
   • Tag – Choose or update the tag associated with the document.
6. Click Save to apply your changes.

Method 2 – From Document Preview

1. Open the document you want to preview.
2. If you want to edit the document, in the top-right corner, click the blue Actions button.
3. Select View Info.
4. In the document information panel, click the blue Edit Info button.
5. Update the fields as needed:
6. Document Name – Enter the new name for the document.
7. Job – Search for the job or select one from the dropdown job list where you want to upload the document.
8. Tag – Choose or update the tag associated with the document.
9. Click Save to apply your changes.

1. Open Job Docs dashboard.
2. Select the document you want to edit.
3. Tap the blue Actions button and select View info.
4. In the document information screen, tap the blue Edit Info button.
5. Update the fields as needed:
   • Document Name – Enter the new name for the document.
   • Job – Search for the job or select one from the dropdown job list where you want to upload the document.
   • Tag – Choose or update the tag associated with the document.
6. Tap Update to apply your changes.