Edit and Download a Document in Salesforce

Updated March 26, 2026

This guide demonstrates how to locate a specific document within Salesforce, edit its text, and download the modified file. Follow these steps to manage your documents effectively.


Step screenshot/>

2. Switch to tab View your shared item | 1Password"

3. Click "Copy"

Step screenshot/>

4. Switch to tab Login | Salesforce"

5. Press [[cmd]] + [[v]]

Step screenshot/>

6. Click "Copy"

Step screenshot/>

7. Switch to tab Login | Salesforce"

8. Click the "Password" field.

Step screenshot/>

9. Click "Submit"

Step screenshot/>

10. Click "App Launcher"

Step screenshot/>

11. Click "Matter Management"

Step screenshot/>

12. Click "Matters"

Step screenshot/>

13. Click "Test Richa"

Step screenshot/>

14. Click "MoreTabs"

Step screenshot/>

15. Click "Document"

Step screenshot/>

16. Click "All Files"

Step screenshot/>

17. Click "Jagdish Test Feb 23rd v 185 | Adoption"

Step screenshot/>

18. Click "MoreTabs"

Step screenshot/>

19. Click "Document"

Step screenshot/>

20. Click "All Files"

Step screenshot/>

21. Click "Document Generated - Welcome Letter.pdf(2026-03-03 11:02:59).eml V1"

Step screenshot/>

22. Click here.

Step screenshot/>

23. Click this icon.

Step screenshot/>

24. Click "Document Generated - Welcome Letter.pdf(2026-03-03 11:50:38).eml V1"

Step screenshot/>

25. Click this icon.

Step screenshot/>

26. Click this icon.

Step screenshot/>

27. Click "Welcome Letter.pdf.pdf V1"

Step screenshot/>

28. Click this icon.

Step screenshot/>

29. Click "Edit Text"

Step screenshot/>

30. Click this button.

Step screenshot/>

31. Click "Page 1"

Step screenshot/>

32. Click "Page 1"

Step screenshot/>

33. Click this button.

Step screenshot/>

34. Click "Page 1"

Step screenshot/>

35. Click "Page 1"

Step screenshot/>

36. Click this button.

Step screenshot/>

37. Click "Page 1"

Step screenshot/>

38. Right-click "Page 1"

Step screenshot/>

39. Click "Page 1"

Step screenshot/>

40. Click "Edit Text"

Step screenshot/>

41. Click this button.

Step screenshot/>

42. Click "Page 3"

Step screenshot/>

43. Double-click "Page 3"

Step screenshot/>

44. Click this button.

Step screenshot/>

45. Right-click this button.

Step screenshot/>

46. Click this button.

Step screenshot/>

47. Click this button.

Step screenshot/>

48. Click "Page 3"

Step screenshot/>

49. Type "c vxc"

50. Click "Page 3"

Step screenshot/>

51. Type "zxc xvc"

52. Click "Page 3"

Step screenshot/>

53. Click "Insert text here"

Step screenshot/>

54. Press [[cmd]] + [[z]]

Step screenshot/>

55. Press [[cmd]] + [[z]]

Step screenshot/>

56. Press [[cmd]] + [[z]]

Step screenshot/>

57. Press [[cmd]] + [[z]]

Step screenshot/>

58. Press [[cmd]] + [[z]]

Step screenshot/>

59. Click "Edit Text"

Step screenshot/>

60. Click this button.

Step screenshot/>

61. Click "Page 3"

Step screenshot/>

Back to Knowledge Base