Editing Files in Appointments

1. Access the Appointment

  • Navigate to the Schedule section on the left panel.

  • Click on the appointment you want to edit.

2. Switch to the Files Tab

  • In the appointment details modal, go to the Files tab.

3. Click the Edit Icon

  • Next to the file you want to edit, click on the pencil/edit icon. A modal will pop up.

4. Modify the File Information

  • Update the Document Name or Description as needed.

5. Save Changes

  • Click the Save button to apply the updates.


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