Replace a document

 

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Overview

Use the Replace feature to overwrite the current version of a document in Document Manager with a file from the computer. When you replace a document, the existing version of the document will no longer be available for viewing or editing.

We can only replace documents with the same file extension. For example, we cannot replace myfile.txt with myfile.html.

 

To replace a document

1. In the list view, click the document name to select the document you want to replace, and click Replace to continue.

2. Enter the path of the new file, or click Browse and navigate to the file on the computer. The local file you choose in this step replaces the document in the Document Manager.

3. Click...

   Publish

   ...or...

   Submit for Approval

   ...to copy the document from the computer and replace the current document in Document Manager. Publishing immediately makes the document public, and submitting for approval sends the document to the reviewers.

   Alternatively, we can click...

   Save as Private Draft

   ...to replace the current document and keep it private for further editing. The options that you see depend on whether the draft approval process is enabled. stop the operation.

   If you choose to cancel, changes are discarded, and the current document is not replaced.

The option to replace a document is available only if the document is not locked and does not have a pending draft.

 

Parent Topic

Work with documents

 

Related tasks

Edit a document
Open a document
Save a document

 

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