Upload a document version in a parent record

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: none

    프로시저

    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.