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How To Update Details of The Images And Documents

To Do This:

  1. Within your Lead or Contract, head to the Documents tab.
  2. Select the blue edit button beside the document. Make any relevant changes and select ‘Update’ once complete.
  3. The same process can be replicated in the Images tab.
  4. Select the blue edit button beside the image and make any relevant changes. Select save once complete. Remember – The same can be done within a Contract.

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