How to View and Edit Custom Documents in Optimus Paper

Once you've created custom documents in Optimus, you can easily view and make changes to them whenever needed. Here's how to access and update your custom document settings:

1. Go to the Company Section:
   

   Click on the menu icon in the top left corner, select “Database”, then click “Company”.
   
   

2. Access Custom Documents:
   

   In the top-right corner, click the “Custom Documents” button.

3. Select a Company:
   

   Under “Select company,” choose one of the companies that the custom document was enabled for.

   
4. Find the Document:
   

   The document will appear under the appropriate profile: Company, Driver, Truck, or Trailer, depending on how it was configured.

   
5. Review Document Details:
   

   You’ll see:

   - The document name

   - The auto deletion date (if set)

   - Whether an expiration date is required

   - Options to edit (pencil icon) or delete (trash icon)

6. Edit a Document:
   

   Click the pencil icon to open the document’s original configuration.

   Make any necessary changes, then click “Update Document” to save.

If you need help locating or modifying a custom document, feel free to contact our support team—we’re happy to help!