This guide explains how an administrator can modify additional data (such as identification numbers or dates) associated with a specific document uploaded by a customer.
Procedure to Modify Additional Data of a Document
1. Log in to the administration panel and go to the Customer Management section.
2. Search for and select the customer whose documents you want to modify.
3. Within the customer's profile, click on the Documents tab (file icon: <i class="fas fa-file"></i>).
4. In the Customer Documents section, locate the document containing the data to be updated (for example, "Driver's License" or "Contract").
5. Each document is contained in an expandable box. If necessary, click on the arrow icon to expand the box and view its contents.
6. Inside the document box, scroll down to the data fields section. These fields are labeled with the required names (e.g., "Card Number," "Expiration Date").
7. Edit the value within the desired text field. The field's placeholder will remind you what to enter (e.g., Enter [Field Name]).
8. Once all changes to the additional data (and/or to the file itself, if necessary) have been made, scroll to the bottom or top of the customer management page and click the button to save the entire customer profile (usually Save Changes).
The changes to the additional data will be immediately saved and associated with the customer's document.
