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How to update documents via records

Do you know you can replace and update files in repositories using document records?

Written by Mengmei Li

Apart from updating files in the back end, you can set up the document record, allowing users to update documents in the Monitor Portal.

Here are the steps:

  1. Within the form, add a general section.

  2. Click Add Question and add the Document File Replacement Upload question.

Once this replacement question is added, you can replace the document through a record.

To review the history and previous files, locate the file and click on the clock icon.

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