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.

Add

To create a new reason, follow the steps below:

  1. On the Settings page, expand the Documents dropdown and select the Document Replacement Reasons option.
  2. Click Addfrom the top ribbon bar.

  3. On the Create New Reason pop-up window, enter the reason and click Create.


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



Edit

To edit a reason, follow the steps below:

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


  2. On the Edit Reason pop-up window update or modify the reason and click Save.


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

Delete

To delete a reason, follow the steps below:

  1. Select the reason from the available list of reasons.
  2. Click Delete from the top menu bar.