Editing Client Files

1. Access the Client Section

• Go to the > Client section in the left pane.

2. Select the Client

• Choose the client whose file you want to edit.

3. Navigate to the Files Tab

• Click on the Files tab at the top of the client's page.

4. Edit a File

• Locate the file you want to edit and click on the pencil icon next to it.

5. Make Changes to the File Information

• Edit the file details in the Edit File modal that appears.

6. Save Changes

• Click Save to update the file information.