You can replace a currently attached document with a different document. Do this if there is a newer revision of the document or if the incorrect document was uploaded.
To replace a Customer Document, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Documents tab. Locate the document, and then click on the Replace button.
The Windows file explorer opens. Locate and select the document that will replace the existing document. The previous document is deleted and the selected document is listed in the grid area.
