How do I upload a new version of a document?
Take the steps listed here if a new version of an existing file needs to be uploaded or is requested by your accountant.
If a new version of an existing file needs to be uploaded or is requested by your accountant, take the following steps:
- Navigate to the Documents module.
- Click on the folder (and any applicable sub-folders) till you navigate to the document you would like to view.
- Click the ••• (3 dots) in the Action column for the selected file:
- Select the Upload New Version option:
- A popup window will appear for you to select the Browse Files button:
- Navigate to and select the new file version you would like to upload:
- Click the Upload button.
- You will be brought back to your task list and receive 2 alerts in the lower right corner of the window:
- Uploading Files - waiting on security scan:
- Upload Complete.
- Uploading Files - waiting on security scan: