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Edit My Portfolio’s Documents

Easily update and manage your portfolio's documents

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Written by Sara Fandel
Updated over 3 months ago

How to Edit My Documents:

  1. Go to the Manage tab and click on My Documents under Data Management.

2. Click on the section relevant to your document type.

3. Within that section, click on the Upload Document box.

4. Select and upload the file from your device that corresponds to the file chosen.

5. If you need to edit a document, click on the three dots on the bottom right of the document you want to edit.

  • There you will be given several edit options:

    1. Preview

    2. Download

    3. Rename

    4. Replace

    5. Send for Signature

    6. Edit Due Date

    7. Delete Due Date

    8. Remove

6. Choose the option that fits the edit you want to make and complete the edit.

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