What was happening

When you opened Edit details on a document, the Associated people field sometimes appeared blank even though people were already linked to that document. If you saved from that screen (for example, after changing only the title), the document could lose its existing people associations.

What we fixed

The Edit Document dialog now correctly remembers and pre-selects the people already associated with the document. Saving no longer removes existing associations, even if you only edit other fields.

To prevent accidental data loss, the Update button stays unavailable until the dialog finishes loading the current associations.

Where to find it

1. Go to Meeting Notes, Portfolio Shift, Snapshots, or Wealth Path
2. Open a document and select the document header menu
3. Click Edit details