Document Replacement Reasons

In this section, administrators can configure a list of reasons to be displayed in the dropdown menu when users replace an attachment for a document. These reasons help standardize and document the rationale for file replacements.

Add

1. Navigate to Navigation Grid->Settings -> Documents -> Document Replacement Reasons.
2. Click Add from the top ribbon bar.
   
   
   
3. The Create New Reason popup window opens.
4. Enter the reason and click Create.
   
   
   
5. The reason created is added to the list of reasons shown in the list.
   
   
   

Edit

1. Select the reason from the available list of reasons and click Edit from the top ribbon bar.
   
   
   
2. The Edit Reason popup window opens.
3. Enter the reason and click Save.
   
   
   
4. The reason edited is added to the list of reasons shown in the list.
   
   
   

Delete

1. Select the reason from the available list of reasons and click Delete from the top ribbon bar.
   
   
   
2. The selected reason gets deleted from the list.