Rename or replace a profile file

What this is for

Staff can fix a wrong upload without deleting the whole row. Rename the display name, replace the file bytes, or both. Sharing with the client (when that toggle exists) can stay as it was.

Steps

1. Open the client’s profile documents.
2. Choose Edit on the file.
3. Change the name and/or choose a new file to replace the upload.
4. Save.

What you see after

• The same document row keeps its place on the profile.
• Downloads use the new file. The old file is removed from storage when a replace succeeds.
• Remove still deletes the whole row when staff choose that instead.