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Files

Last update 3 months ago
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How to update Files

Update names, replace documents, change permissions and duplicate Files.

Update the File, Name or Description

  1. Go to your profile icon (bottom left) > Settings > Files
  2. Search or find the file you need to update, click on the Ellipsis (3 dots), choose Edit
  3. Update the Name or Description
  4. To replace the file, click on the Bin icon, upload the new file
  5. Click Save

Update the File Permissions & Who Has Access

  1. Go to your profile icon (bottom left) > Settings > Files
  2. Search or find the file you need to update, click on the Ellipsis (3 dots), choose Share
  3. Update the Contacts who have Read & Write permissions and click Share

Copy or Make Duplicates of Files

  1. Go to your profile icon (bottom left) > Settings > Files
  2. Search or find the file you want to make a copy of, click on the Ellipsis (3 dots), choose Duplicate
  3. Click on the Ellipsis (3 dots), choose Edit , make any changes that are necessary for this File
  4. Click Save