Note: When a document container is first created, its Document Status is set to Placeholder by default. After attaching file(s) for the first time to a document container, you may want to update the document's status. Refer to Change Document Status.
1. Verify document state
Verify document icon is blue.
This indicates the document is in a working state and a new version of that revision can be created. I the document icon is green, revise the document to the next revision and then proceed.
2. Open Actions menu
Select the Actions menu button, located left of the Doc. Number.
The Actions menu opens on the left side of screen.
3. Select > Files
4. Select Attach/Replace files
The Replace Files window opens. This window allows you to attach New Files and/or replace Attached Files.
A list of attached files is displayed in the Attached Files box.
5. In the New Files box, select the COOSE FILES button. A new window will open.
Use the browse window to select files you want to attach or replace.
Each time you select a file, it appears in the Queue.
A file highlighted with yellow background indicates the file will replace an existing attached file.
You can drag and drop files to the Local File System box.
You can also opt to Copy forward the markups of any files being replaced by selecting Copy Markups:
