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Edit Document Descriptions - Transfer IQ®
Edit Document Descriptions - Transfer IQ®

How to edit document descriptions.

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 6 months ago

About

When you add a document, you are able to add a description. If you ever need to edit that description afterwards you are able to do so.


Solution

  • Navigate to the Documents tab.

  • Select and replace the text that appears in the description field.

  • The description is saved without saving the case.


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