Document Replacement Reasons

From this section, an Administrator can configure the set of reasons that might be applicable to replace an attachment to a document. These reasons, so configured, will appear in the dropdown of Choose replace reason while replacing a document.

  1. Navigate to Main Navigation->Settings -> Document -> Document Replacement Reasons. Refer to the screenshot below:

  2. Click Add from the top ribbon bar. Create new reason popup opens.
  3. Enter the reason and click Create.
  4. The reason thus created is added to the list of reasons in the panel.
  5. You can also choose to Edit or Delete a selected reason from the top ribbon bar options.