Document Replacement Reasons

In this section, administrators can configure a list of reasons to be displayed in the dropdown menu when users replace an attachment for a document. These reasons help standardize and document the rationale for file replacements.

Add

  1. Navigate to Navigation Grid->Settings -> Documents -> Document Replacement Reasons.

  2. Click ‘Add’ from the top ribbon bar.

  3. The ‘Create New Reason’ pop-up window opens.
  4. Enter the reason and click ‘Create.’
  5. The reason created is added to the list of reasons shown in the list.

Edit

  1. Select the reason from the available list of reasons and click ‘Edit’ from the top ribbon bar.

  2. The ‘Edit Reason’ pop-up window opens.

  3. Enter the reason and click ‘Save.’

  4. The reason edited is added to the list of reasons shown in the list.

Delete

  1. Select the reason from the available list of reasons and click ‘Delete’ from the top ribbon bar.

  2. The selected reason gets deleted from the list.