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Editing Association Documents in Connect Admin

Editing Association Documents in Connect Admin

You can update existing association documents.

Follow these steps to edit association documents:

  1. In CINC Connect Admin, select Documents > Association Documents.

    OR

    In CINC with universal navigation, go to Associations > Documents > Association documents.

  2. Select the appropriate association.

  3. The Association Documents page displays. Use the Filter field to locate a folder by tag or date range. You can also click a Search icon to display additional search and filter fields to locate the appropriate document folder.

    Editing Association Document_1
  4. Click the appropriate association folder.

  5. The association folder displays. Click the More icon to the right of the appropriate document and select Edit.

    Note: You can also select Delete to remove the document from the system.

    Editing Association Documents
  6. The Edit Association File page displays. Update the information and click Update.

    Note: Although the current label is Folder Name, this is actually the File Name field, and you can update the file name here. This will be corrected in a future update.

    Editing Association Documents_1

The system updates the file.

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