You can replace a currently attached document with a different document. Use this option if there is a newer revision of the document or if the incorrect document was uploaded.
To replace a Site 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 Sites/Systems tab, and then in the Site Number column, click on the hyperlink of the Site to which you want to replace a document.
The Site record opens. Click on the Docs tab. Locate the document, and then click the Replace button.
The Windows file explorer opens. Locate and select the document to replace the existing document. The previous document is deleted and the selected document is listed in the grid area.
