Update document
•
Version: 10
Some tooltip text!
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Update document and email properties
- When viewing the document or email, select Details (
). - Tap the Edit icon (
) in the footer. - Update the information as necessary.
- Tap Save.
Tip
If you are looking at a list of documents, you can swipe left and select Edit properties. This is a shortcut for steps 1-2 above.
Edit document and email (contents)
You have limited functionality for editing the contents documents.
- First, download the document to your device.
- Edit the contents.
- Keep the changed document on your mobile device or send it by email.
Note
Document changes will not be visible for other users in SuperOffice CRM.
Delete document
Do one of the following:
In the Documents tab, swipe left on the document in a list, tap the Task button, and select Delete.
In the Document screen, tap the Task icon and select Delete document.