How to edit Description of a Document added for a customer.
To edit description of a document added for a customer, follow these steps:
Access the side navigation bar and select "Customers" from Customer section.
Choose the specific customer that you want to update document description for.
Locate the "Documents" tab and click on it.
A list of Documents will appear on the screen. Choose the Document that you want to update/edit description for and open it.
Once the description window is displayed, click on the description box and start updating
You can now make any necessary changes to the Description. Once you are finished, click on “Save” to update the Description.
That's it! You have successfully updated and edited the description for the document.