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How to edit a document request title or description
How to edit a document request title or description

If you don't like the wording of our default documents, here's how to fix it.

Carter Zimmerman avatar
Written by Carter Zimmerman
Updated over a week ago

You cannot edit the Finmo default document library directly - but you can easily create a new custom document with any changes you would like.

Two reasons the default document library can not be edited:

  1. We need to be able to update the Finmo default library for all teams without accidentally over-writing any custom changes that you or your team may have made to the documents.

  2. Smart documents default functionality requires that those default documents exist for it to work out-of-the-box.

How do I create a custom document?

  1. See our article on creating a new custom document request (you can even duplicate an existing library document as the basis for your new document!).

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