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How to edit document settings
How to edit document settings
Martin avatar
Written by Martin
Updated over a week ago

You can edit document settings from the document view pane. First, open a document into view. Then click the show menu button on the right side of the document menu bar (three horizontal dots).

This will open the document settings dialogue where you can edit

  1. The Title of the document (Invoice, Estimate, Quote, Work Sheet)

  2. The issue (creation) date of the document

  3. The Tax status of the document.

After you have edited any settings click 'Save'

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