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Edit a document

How to amend a document using the Sage HR web portal.

Written by Oliver Cook

You can edit documents in Sage HR if your role allows it.

Users with the Upload Documents permission can always edit documents they uploaded. Users with the Edit and Delete Documents permission can edit other users' uploaded documents.

  1. Click Documents from the main menu or your profile.

  2. Find the document you want to edit.

  3. Next to the relevant document, click Actions.

  4. Click Edit.​

  5. Make the changes, then click Upload.

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