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How to Change a Document Type

If a document has been uploaded under the wrong type, you can update it directly from the document viewer.

Steps

  1. Open the document in the document viewer.

  2. Click the three dots (⋯) in the top right corner.

  3. Select Change Document Type.

  4. Choose the correct document type from the list.

  5. Click Change Document Type to confirm.

The document will be updated and reflected across the lease record.