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How to Upload a Newer Version of a Document

Information on how to Upload a newer version of a Document file in a Document record in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

Once a document is uploaded, to upload a newer version, select in the navigation menu and select the original document from the grid; or open an Organization, Contact or Contract record, scroll to the Documents section, and click on the document you want to update.

Click in the dotted-line box (a.k.a. "the Drop-Zone"), browse to and select the document you want to upload, OR drag and drop the document into the box.

If the documents have the same name, you will be asked to confirm. (Are you sure that you want to replace an existing document?) Select "Yes, Replace it".

Click.

The new document is uploaded and added to the Document Versions list at the bottom. The Version number is incremented.

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