Updating Existing Documents

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From time to time you will need to spend time updating documents in your document library. You will always want to update an existing document instead of uploading a new version. By updating an existing document you preserve the history of the document and previous versions are stored and can be reviewed.
To update an existing document, click “Documents” from the main menu bar, expand the folder to find the file. Once you find the file, click the “Pencil” Icon in the row beside the file you need to update.
To update the file, click on the “Replace Document” button.You can also update other properties in this window. Specifically you can:
  • change the name of the record
  • upload a new file to replace the old one
  • change which group the document is stored within
  • update the expiry date
  • publish / un-publish the document
  • assign it to employees for review
If you make any changes to the name of the document or the file associated with this record it will create a new version of the record which will be displayed in the table at the bottom of the page. You can then download any previously uploaded documents or see the history of the name changes from within this table. You can also review the previous versions of the file.