How can I edit the document title?
1. Click on the Matters tab present on the nap bar.
2. Select a matter in which you want to edit the document title.
3. Go to Documents tab and then click on the pencil icon of the document you wish to edit. Update the name and then click on the Save button.
Related Articles
How to update or replace a document with another in Matter?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to update or replace the document. 3. Click on the Documents tab appearing on the panel and then click on the file or document that you want replace. 4. Then in ...How do I edit a task?
Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...How do I edit an existing account’s details?
Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.How can I create a document using a template?
Go to the Documents tab. Click Create From Template. Select your template from the list and confirm. Save the document with a name.How to Send a Document for E-Signature (Electronic Signature)
1 Go to the Document section. 2 Click the File only and select the PDF. 3 Click the E-Sign icon 4 Select Recipients for Document Signing and proceed for the signature. Refer to the image below