---
title: "Editing, Replacing, Removing Resources"
slug: "editing-replacing-removing-resources"
updated: 2026-07-14T15:04:22Z
published: 2026-07-14T15:04:22Z
canonical: "help.idibilling.com/editing-replacing-removing-resources"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing, Replacing, Removing Resources

The icons in the far right columns let you edit, replace or remove a selected resource.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90598.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A20Z&se=2026-11-14T11%3A58%3A20Z&sr=c&sp=r&sig=GHwDqNOnZLM%2FlURKQ5C3tH4jVv1T7hy4RnoP4bJkunw%3D)

#### Editing a Resource

To edit a resource click the pencil icon in the left column. This displays a dialog similar to the Add Resouce dialog, but with limited options for editing. The Edit dialog lets you edit Name, the Confidential setting, Notes and Sales Associate. You are not able to edit the Category.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90599.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A20Z&se=2026-11-14T11%3A58%3A20Z&sr=c&sp=r&sig=GHwDqNOnZLM%2FlURKQ5C3tH4jVv1T7hy4RnoP4bJkunw%3D)

#### Replacing a Resource

To replace a resource click the middle icon. This displays the File Browser dialog to let you find and select the replacement file. When you select the file you’ll be prompted to confirm whether or not you want to replace the file. This confirmation dialog indicates the resource name will not change; however, you will be permitted to change this and other parameters via the Edit function.

#### Removing a Resource

> [!NOTE]
> Note
> 
> To remove a resource click the right icon. This displays a dialog for confirming whether or not to remove the resource. Removing a resource removes it from the RESOURCES tab and from the sales associate’s portal. The resource will still be available in Document Storage and can be deleted from there through the Document Storage web application as needed.