Typed the wrong date, or found a certificate sitting in the wrong folder? You can fix a document's details at any time without re-uploading it.
Edit a document
- Open the document.
- Tap the … menu in the top-right corner.
- Tap Edit document. The form opens pre-filled with what's already saved.
- Change whatever you need.
- Tap Save changes.
What you can change
- Category — moves the document to a different folder
- Document title
- Issued date and Expiry date (including switching them off again)
- Visible to vets
What you can't change
The attached file itself can't be swapped. The upload card is hidden while editing, so if you attached the wrong file, add a new document with the right one and — if it's a document you uploaded yourself — delete the old one.
Please note: Editing a document needs an active Premium plan on the pet owner's account. On a shared pet you also need the family edit permission, otherwise you'll see "Edit access restricted".
Moving a document to a different folder
Changing the Category yourself has one extra effect worth knowing about: it tells the app that you decided where this document belongs. From then on, running Re-analyze with AI will no longer move it to a different folder or overwrite its title and dates — your choice sticks.
This only matters for documents the app filed for you — the ones that arrived from a chat or from a calendar event. Documents you uploaded yourself already keep the folder you chose, so analysis never re-files them either way.
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