Editing a file name and description

After a file has been uploaded to the Files panel you can still edit the file's name and description.

This also applies to financial statements and PDFs generated from documents that are stored in the Files panel.

  1. Select  to the right of the file you wish to edit

  2. In the Edit File Details window, update the file's:
    • Name
    • Description
    • Status
      • Set the status to inactive if the file is no longer relevant. You can filter the panel to only show active files.

  3. Select Save