Edit Document Details

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Edit Document Details

 

The Edit document details section allows you to edit details about the document as follows:

 

Target Client - Here you can change the client you wish to save to. Learn more about searching for the target client

Show Subfolders - Shows subfolders (if any) for the specific chosen client folder.

Will be named - This is the name of the file and you can simply edit it here.

Open Save Location - Opens the client folder (or subfolder) in your default browser.

 

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