Need to update a title, fix a typo, or change who can view a document? ✨ In Equip, you can easily edit documents stored in either the Document Library or a participant’s profile. Your ability to edit depends on your role and the document’s permissions.
📂 Find the Document You Want to Edit
Go to Documents → Library for shared documents
Or go to Participants → [Participant Name] → Documents for individual files
🛠️ Open the Edit Menu
• Click the three dots (⋯) next to the document
• Select Edit Document from the dropdown
📝 Make Your Edits
Update the Title or Description
Change the Category (if applicable)
Toggle Link to Profile visibility
Adjust Access Permissions (who can view, edit, or delete)
✅ Save Your Changes
• Once your edits are complete, click Save
• All updates will apply instantly for users with access
Equip Tip: If the actual file needs to change, upload a new version and remove the old one. Keeping a clear version history helps avoid confusion and ensures everyone is working with the latest information.