Upload a document version in a parent record
Upload a document version for each document in the parent record.
Before you begin
Role required: none
Procedure
Navigate to the record (for example, Incident).
Select the Documents tab.
Right-click the document name.
Select Upload Version.
Select the file type you want to upload and add any information related to the file under Notes.
- To upload a file, select Attachment, select the file icon, and select the file.
- To link to a document, select URL and provide the link.
- Select OK.
Parent Topic:Linking documents to a parent record
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