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How to upload a new version of a document

How to upload a new version of a document.

If a document changes or gets signed you can update your relay® transaction to reflect the new version of that document.  relay® will keep a history of the previous versions in addition to the new version that you add.  

 

Step 1:  

Open the transaction and click on the Documents tab.

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Step 2:

On your document list, click on the Detail icon to the right of the document that you wish to update.

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Step 3:  

On the Document Detail page, click on the New Version button.

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Step 4:

Use the Browse button to find and select the document that you wish to upload from your computer.

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Step 5:  

Click on the Save button to complete the upload.

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Only the most recent version of the document will display when you go do the Documents tab and look at your entire list of documents.  The version number will be indicated after the document name, for example "V_1" or "V_2".  Any previous versions of a document can be viewed by going back to the document details page where they will be listed at the bottom.




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