Managing documents

Edit a document

Open the document, tap Edit, change what is wrong, and save.

Step 1

Open the document

Open the document when a date, image, or alert needs a correction.

The screen shows how soon it expires, plus Share and Renew.

Information lists the images and the fields for that document. Scheduled Alerts lists Alert and Second Alert.

Tap Edit.

A document with Share, Renew, dates, alerts, and Edit.
Step 2

Expect fields to follow the document type

A certification shows the front image, issue date, renewal date, and issuing authority.

A driver license shows front and back images, license number, first name, last name, date of birth, and address.

Share, Renew, and Edit are available on both.

A driver license with front and back images, license number, name, date of birth, and address.
Step 3

Update the fields and save

On Edit Document, change Document Name if you need a clearer label.

Replace the front image, or tap Add Back Image if the back is missing.

Update Issue Date and Renewal Date.

Set Alert if you want a reminder. The form notes that a scheduled alert helps you renew on time.

Save when the changes look right.

Edit Document with the name, images, dates, and an alert.