Replacing Documents
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There are two ways that you can replace documents in Docupace. You can undo this change at any time by changing the active document on the details page.
Barcodes
A document with a barcode that is already in the system automatically replaces the document it matches.
Example: If a client wet signs a form that gets uploaded in with a batch of documents, it will skip the mailroom. Instead, Docupace will send it to the correct work item.
Drag and Drop
You can upload documents without barcodes by using the upload field on the Document Details page. The file type does not need to match the original version.
Example: You can replace the automatic Docupace audit trail PDF with the document provided by SIGNiX, even if it is an XML file.
Remove Attached Documents
You can remove documents attached to work items.