Upload a document version in a parent record

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Upload a document version for each document in the parent record.

    Avant de commencer

    Role required: none

    Procédure

    1. Navigate to the record (for example, Incident).
    2. Select the Documents tab.
    3. Right-click the document name.
    4. Select Upload Version.
    5. Select the file type you want to upload and add any information related to the file under Notes.
      • To upload a file, select Attachment, select the file icon, and select the file.
      • To link to a document, select URL and provide the link.
    6. Select OK.