How to replace a document?

Modified on: Fri, 9 Jul, 2021 at 5:03 PM

With this tool, you could replace a document that was already sent. Some use cases for using this tool could be:

1. An old version was sent. 2. The document has a typo. Just follow these steps:

Step 1: Go to the Distributed Documents tab. Right-click on the name of the document or select the file and go to Actions and select ‘replace’.

Step 2:  In the computer’s file finder, choose a replacement document and select open.  

Step 3: Confirm the new document’s title and select Next.  

Step 4: You can then choose whether you send notifications to the vault owners. IF you don't want to send any notification leave all black and click Save.

  • If you want to notify the vaultholder via the in-vault notification bell, select the first checkbox and if you would like to send them an email notification select the second checkbox. 
  • You can also tailor the message and preview it and from there and select Save.  

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