Update document

You can update the properties of documents and emails in Mobile CRM. Editing document contents is limited.

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Update properties

1. Tap the document or email to open it.
2. Tap the Edit button () in the upper-right corner.
   • If the Edit button is not visible, you are in preview mode. Tap Details (on the action bar) to switch mode.
3. Update the fields as needed.
4. Tap Save.

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Edit contents

You cannot edit document contents in Mobile CRM, but you can download and edit the file using other apps.

1. Download the document to your device.
2. Open it in another app and make your changes.
3. Save it locally or send it by email.

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Delete document

1. In the expanded Documents section, swipe left on the document.
2. Tap and select Delete.