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 System 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 Sites/Systems tab, and then in the Site Number column, click on the hyperlink of the Site linked to the System for which you want to replace a document.
The Site record will be displayed. Click on the Systems tab.
A list of Systems attached to the Site will be listed in the grid area. In the System Number column, click on the hyperlink of the System for which you want to replace a document.
The System record will be displayed. Click on the Utilities tab, and then 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 be listed in the grid area.
