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