Users have the ability to replace a currently attached document with a different document. This option would be used 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: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Documents tab. Locate the document, and then click on the Replace button.
The Windows file explorer will open. Locate and select the document that will replace the existing document. The previous document will be deleted and the selected document will now be listed in the grid area.
