Editing Files

Did you upload the wrong file? Do you have a newer version of the file? Is your file name hard to be recognized? In Fingertip, there is a way to edit your file details with few clicks. Let's get started!


Changing / uploading a newer version of the file

There is a few places to do this. One is from the Files tab where you can see all of your files in a list. The second option is inside a Decision or Plan record, if you have attached any files to them already. Wherever you are, the process is the same.

  1. Next to your file, there is a dropdown arrow (mceclip0.png). Click on it.
  2. Select Upload New Version from the popup list.
  3. Locate the file that you want to change the old file to and open it.
  4. Describe in the comment field what changes you have made (optional).
  5. Click Upload.


Editing file details

To edit the name and description of the file:

  1. Click on the dropdown button (mceclip0.png) next to the file that you want to modify.
  2. Select Edit File Details from the popup list.
  3. Do your changes to the file title and description.
  4. Click Save.
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