The "replace" document feature is available for documents only in the Uncategorized Documents section on the Company Documents page. This replaces the contents of a file while retaining almost all of the file's system information such as Type, Description and Label(s).
To replace a document, open the Information Panel. Click on
.
After selecting the file to replace the document in the system, the details of the replacement document will be appear in the Information Panel. Click
to confirm the action.
If access to the document being replaced is required, click on the document name to save a copy for future reference prior to clicking the
.
The Document Name is replaced with the new file name to confirm the file was replaced. The name can be edited later if desired.
