Editing a File Attachment to an Advisor Project File

Use the following procedure to edit a project file or project file record.

Note: Do not modify files in the CS directory.

To edit a project file

1. Save the file you want to edit to your hard disk.

   For more information, see "To open and view a project file of an Advisor project".

2. Edit the file.

3. In the project, delete the file you edited on your hard drive.

4. Add the updated file to the project.

To edit a project file record

1. Navigate to Administration - Product, then Advisor Projects.

2. Select a project.

3. Select the Project Files tab.

   All files that make up the project are listed.

4. Select a project file.

5. Update the fields for the project file.