You can change your default Entity type from Personal/ Generic to any other available options or edit any information in your Entity Summary form at any time. To edit an entity you need to go to the Entity page. You can access this page in two ways:

Via your Account Settings

1. Clicking on the vault name on the top-right corner and select Account Settings
2. Click on the Entity tab

or via your Documents tab

1. All Documents tab > top-right menu > click on "Entities"
   

2. A new menu will be displayed on the right. Click on "Entity Management"

Editing an Entity

Legacy users:

Once you are on the Entity page, click on the Entity name. A pop-up will show and you can can edit the color, name and update the entity form. Once you are done with the changes click "Save".

New 4x system:

Once you are on the Entity page, you can:

1. Double-click on the Entity name. A pop-up will show and you can can edit the color, name and update the entity form. Once you are done with the changes click "Save". 
2. Select the Entity right-click or click on the Actions button and select Edit. 

You can change the color and the name, the type (by doing this you will lost all previous information) and add extra information by clicking on Entity Details. When you finish with the changes click Update.