Edit an existing folder

Edit an existing folder

At any time, you can change the information on athe end of the affair summary.

You can change the information of a folder through 2 methods.

Method 1: block per block

This method allows you to change only in a few clicks the information to be modified.

  1. See you on thepage of the Dossierto be modified

  2. Locate the information block you want to edit and click the pencil in the block


  3. Please changeinformation

  4. Click on the buttonNextuntil the buttonRegisterappears to finalize changes to the folder.
Please note: The Billing part can only be changed using Method 2.

Method 2: Step by Step

This method will make you resume all the stages of thecreation of the fileto change the information step by step.

You can resume the full edition of a Folder in several ways:
  1. Via the page listing the Folders



    1. Access the list of Folders by clicking on the Folder tab on the left side menu

    2. Click on the buttonto the right of the folder name in the "Actions" column

    3. Select "Edit"

  2. Via the page of the relevant file



    1. Open the Folder you want to change

    2. Click on the buttonto the right of the name of the File

    3. Select "Edit"

  3. Via the "General" insert of the File



    1. Open the Folder you want to change

    2. Locate the "General" box

    3. Click on the pictogramat the top right of the general insert

Once on the folder editor make the desired changes as for thecreation of a new File.

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