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How to Edit File Tags
Click on the file name. Click the edit icon in the upper-right corner. Edit the name, tag, month, or year of the file. Click Save Changes. Related article: Editing Signed Letter Documents | Customize Your Tags
File Names Not Accepted
Ensure file names meet the platform's requirements. Avoid using special characters, excessively long names, or unsupported formats. Rename files as needed to comply with accepted naming conventions as it can affect editing and downloading processes. ...
Edit Profile Information
1. Click your name in the lower-left corner. 2. Click the Edit Profile in the upper-right corner. 3. Click on any field to edit the information. 5. Click Update.
How to Edit Profile Information
Click your Profile (name) on the bottom left of the screen. Click Edit Profile in the upper-right corner. Items to edit: Profile picture Phone number Name Title Grant Signing Authority (Firm Admins only) Click Update.
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files. Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees ...