Files are found on the Account level and under the File tab. Files are required to be tagged when uploaded. Once a file is tagged and uploaded you have the ability to edit the tag if needed.
1. Click on the Accounts page on the left-hand side of the screen.
2. Use the search bar at the top of the list to search for a specific Account.
3. Click on the Account.
4. Click the File tab.
5. Click on the name of the file you'd like to edit.
6. Click the Edit icon in the upper right-hand corner.
7. Edit the Tags.
8. Click Save Changes.
1. Click on the File tab.
2. Use Filter by to find the file you'd like to edit.
3. Click on the file name.
4. Click the Edit icon in the upper right-hand corner.
5. Edit the Tags.
6. Click Save Changes.