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Edit My Portfolio’s Documents

‘My Documents’: Your Centralised Hub for Property Paperwork (Because Your Filing System Shouldn’t Be a Treasure Hunt!)

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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 ‘Documents’ under Data Management.

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

3. Within that section, click the blue ‘Upload’ button located at the bottom right of the icon.

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

5. 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. Rename

    2. Replace

    3. Edit Due Date

    4. Delete Due Date

    5. Remove

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

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