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Edit a document

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

Oliver Cook avatar
Written by Oliver Cook
Updated over a month ago

If you need to make a change to an uploaded document, this is easy to do.

📎NOTE: You can only edit documents if you're assigned to a role with permission to edit and delete documents.

  1. On the main menu or on your profile menu, click Documents

  2. Next to the relevant document, click the pencil icon:

    Eye (preview), pencil (edit), trash can (delete).


  3. Make the changes, then click Upload.

📌TIP: If you want to delete a document click the rubbish bin icon instead.



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