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 Replace Attachment popup window is displayed.
5. Remove the existing attachment by clicking on the Remove button.

   

6. Click the Attach URL option.
7. Paste the link in the field – Link to External Document.
8. Click the Save button displayed at the bottom of the popup window.

Note: Click on the Upload File tab and upload documents following the standard document upload steps.