Replace Attachment

You can replace the attachment with a document type if it is not approved by using this feature.

  1. Select the checkbox of the document that needs the attachment replaced.
  2. Click the dropdown menu of the Document button OR click the three-dot menu next to the checkbox of the selected document.
  3. Select the Replace Attachment option.

  4. The Add Document popup window is displayed. Click the Attach URL option.
  5. Paste the link in the field – Link to External Document.
  6. Click the Add button displayed at the bottom of the popup window.