Viewing and editing shared documents

1. Click My CRM | Shared Documents.
2. Enter search criteria in the filter box to find the document you want to edit.
3. Click the document link.
4. Click View Attachment to download the attached document.
5. Open the document, make your changes, and save the document locally to your computer. Note the document file name.
6. In Sage CRM click Delete and Confirm Delete to delete the existing document.
7. Click Add File to upload the updated document.
8. Click Save.