Attach / Replace Files

  • This page contains information on how to attach a new file to a document, or to replace an existing file on a document.
  • This page assumes you have searched for and located the relevant document in SPF.  Refer to Search for Documents.
Video- Attach / Replace File
 
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: