When a document changes (a revised report, an updated contract), you can upload a new version rather than deleting and re-adding it. The version history is preserved. This guide covers replacing a document.
💡 Tip — Who can use this Available to clients on the Access tier and above, under Documents. You can only replace your own files.
Quick reference
| Step | Action |
|---|---|
| 1 | Use Replace to upload a new version |
Step 1 — Replace a document
In the Documents workspace, find the document you want to update. Use the row's Upload New Version (Replace) action (available if you have permission). Select the new file and confirm.
The new file becomes the current version, and the previous version is kept in the version history. Your advisor is notified that the document was replaced.
📝 Note — Clients can only replace their own files You can replace documents you uploaded, but not files your advisor placed in the Advisory Zone. If an advisory document needs updating, ask your partner.
💡 Tip — Use Replace instead of Delete + re-upload Replacing preserves the document's category, name, and history — it just adds a new version. Deleting and re-uploading loses that continuity. Prefer Replace when a document is evolving.