Editing reference documents

From the Reference Documents section, you can perform a variety of editing tasks for your documents. Click the blue arrow in the row of the Reference Document you want to edit.

Tip

If you're a Super Admin can you can edit any of the reference documents in the library. If you're a Power Admin or below, you can only edit the documents you upload.

View the document ID for an API call. Click API Details and the ID of the signature document appears underneath the name of the document.
Download the signature document. Click Download to download a local copy of the reference document.
Replace the signature document. Click Replace to replace the reference document with a new file.
Rename the signature document. Click Rename to rename the reference document.
Delete the signature document. Click Delete to remove the reference document from your document library.
Choose to share the file, or keep it private. Click Share/Private to either share the reference document with other users, or mark it private so only you can use the document. Note that Super Admins can share or change the privacy settings of ANY documents, whereas Power Admins and below can only share the documents they upload.