How to Edit, Replace or Delete a Document

Life changes, and that means your files sometimes need to change too. Whether you've uploaded a newer version of a policy, added the wrong file by mistake, or simply want to tidy things up, Paige makes it straightforward to update or remove documents at any time.

Your documents are stored securely in Paige and can be updated whenever you need. There's no limit to how many times you can make changes.

Before You Begin
How to Edit a Document
How to Delete a Document
A Note on Automatically Generated Documents
Common Questions

Before You Begin

Make sure you're logged into your Paige account and have already uploaded at least one document. If you haven't added any documents yet, take a look at "How to Upload a Document"

How to Edit a Document

Editing a document in Paige means replacing or updating details associated with the file you've stored — for example, swapping in a more recent version of a policy or correcting a mislabeled upload.

Note that it doesn’t let you modify the contents of said document.

From the left navigation, go to Documents.
Choose the tab that works best for you — By Category or All Files — to find the document you'd like to update.
Locate the document and click the pencil (edit) icon to the right of the file name.
Make your changes — this may include replacing the file, updating the document name, or adjusting any associated details.
When you're done, click Save to apply your updates.

Once saved, a green confirmation banner will appear letting you know your changes were saved successfully.

How to Delete a Document

If you've uploaded something by mistake, or a document is no longer relevant, you can remove it from your account.

Deleting a document is permanent. Once removed, it cannot be undone, so it's a good practice to double-check before confirming the deletion. If you're unsure, consider keeping the file. Storage space is not a concern.

From the left navigation, go to Documents.
Find the document you'd like to remove using the By Category or All Files tab.
Click the trash (delete) icon to the right of the file name.
A confirmation prompt will appear asking you to verify the deletion. Click Delete to confirm, or Cancel to go back.

A Note on Automatically Generated Documents

Some documents in Paige are created automatically when you complete certain features — for example, finishing the Will Builder will place a copy of your will in Finance & Tax > Last Will and Testament.

If you'd like to update a document that was generated by a Paige tool (like your will), it's worth thinking about whether you'd also like to update the information in the source tool itself — not just the stored file. For example, updating your will through the Will Builder will generate a new document, which you can then manage from your Documents section.

Common Questions

"What happens to a document I've shared with a delegate if I delete it?"

If you've shared a document with a delegate and then delete it, that document will no longer be accessible to them. It's a good idea to let your delegate know if you've made significant changes to your shared files.

"Can I undo a deletion?"

At this time, deletions are permanent and cannot be undone. If you accidentally delete a file, you'll need to re-upload it. This is why we suggest taking a moment to confirm before deleting anything important.

"Can I rename a document without replacing the file?"

Yes — clicking the edit icon gives you the option to update the document's name and details without needing to upload a new file.