Skip to main content

How to update documents via records

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

Written by Mengmei Li
Updated over 2 weeks ago

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.

☺️ Have questions or need support? Reach out to us at email. We're here to help!

Did this answer your question?