There are several options available for editing attachments from within
Salesforce.
-
Find a record and scroll down to the SkyVault Documents
section.
Any attachments will be displayed here.
-
Click Edit next to the attachment you want to edit. You
can now:
- Click Browse to replace the attachment with a different file
- Enter a new document name
- Select a different document type
- Click Download to download a copy of the attachment
- Click More Options to view the document in SkyVault
- When you're done click Save.