Replace a Document

Replace a Document

'Replace' Action


The 'Replace' Action in the Action Panel allows a Content Central user to replace an existing document in Content Central with an Image document file. EDIT Permission applies.

Replace a Document

This steps apply in Content Central v7.

Login to Content Central, as user with EDIT permission to the configured Catalog and Document Type of the document to replace.

Navigate to the document to replace, in the Search Page, Folder Browser, or other areas in Content Central.

To select a document to replace:

  • Optionally, CHECK the Document Card or CHECK in The document List.

  • Optionally, click to select a document for preview.


Click the 'Actions Tab' to show the Action Panel.
      

In the Action Panel, click 'Replace'. 
      
  • Optionally, click 'Get QCard'. A 'Replace QCard' will show. Print the QCard to use for 'QCard' Capture Job or Incoming Folder.


  • Optionally, click 'Upload'. In the 'Replace by Electronic Upload' menu, click 'Choose File' to navigate to the new version of the file to replace the document. Select a PDF Action. Click 'Upload'


After the Replace Action is complete, refresh the browser to reload the document in Content Central and show the preview of the new version of the document.

'Upload Revision' Action

'Upload Revision' in the Action Panel allows a user to replace a document in Content Central with a non-image document file. The user must have EDIT permission. 

Upload Revision

Login to Content Central, as user with EDIT permission to the configured Catalog and Document Type of the document to replace.

Navigate to the document to replace, in the Search Page, Folder Browser, or other areas in Content Central. 

To select a document to replace:

  • Optionally, CHECK the Document Card or CHECK in The document List.

  • Optionally, click to select a document for preview.


Click the 'Actions Tab' to show the Action Panel. 

      

In the Action Panel, click 'Upload Revision'. 

In the 'Upload Revision' Menu, click 'CHOOSE FILE' to navigate to the new version of the document to replace the document in Content Central. Click 'Upload Revision'.

After the Upload Revision Action is complete, refresh the browser to reload the document in Content Central and show the preview of the new version of the document. 





BY CHARLOTTE KING