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Edit a document - Sage HR app
Edit a document - Sage HR app

How to make changes to a document in the mobile app.

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

When you view a document in the Sage HR app, you can edit the document.

  1. When viewing the document, tap the ellipsis in the top right.

  2. Select Edit document.

  3. You can change the category or remove and reupload a different attachment.

  4. Select Next.

  5. You can change who the document is shared with or who can access it.

    You may also have the option to add notes or request that the recipient needs to review the document.

  6. Select Save.

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