Modify the textual details associated with a specific customer's document (Backend - Customer Management)

Modifying the textual details associated with a specific client's document (Backend - Client Management)

Why do it:

To update or enter additional textual information (such as reference codes or descriptions) associated with a document uploaded by the client.

Procedure:

1. Log in to the administration panel and navigate to the client management section.

2. Select the specific client to access their profile.

3. Within the client's profile, click on the tab titled Documents.

4. Scroll down to the block related to the document you want to modify (identified by its name, for example: "Identity Document").

5. Within this block, locate the textual input fields (if configured). These fields display labels defined during configuration (for example, "Company Name" or "Tax Code").

6. Modify or enter the desired values within these fields.

7. After completing the changes, click on the general save button of the client profile (usually located at the bottom or top of the page) to apply the changes.