Viewing and editing shared documents

Only system administrators and info managers can edit shared documents.

Select My CRM | Shared Documents.
Enter filter criteria to display the document you want to edit.
Select the document link.
Select View Attachment to download the attached document.
Open the document, make your changes, and save the document locally to your computer. Note the document file name.
In Sage CRM select Delete and Confirm Delete to delete the existing document.
Select Add File to upload the updated document.
Select Save.