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How to Replace a File (or Replace and Check-in)
How to Replace a File (or Replace and Check-in)
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 6 months ago

Replacing a file will essentially replace the file with another while preserving the links and references created from the original file. For example, if you had a file added that is referenced on several entries across multiple worksheets/other schedules, you can replace the file and thus preserve the established links to the entries and worksheets/other schedules.

Replacing checked-out files would replace the file and also mark it as checked-in.

Important

Replacing files referenced on worksheet/other schedule entries will affect the review status of the worksheet/other schedule.

Replacing a file will by default rename the file, but will not rename existing references of the file record; however, you can opt to also rename all references of the file record to the new replaced file via the confirmation dialog.

Replace

To replace a file

  1. Head to the Files screen and navigate to the file you wish to replace.

  2. Select the file you wish to replace.

  3. Click Replace if it appears in the action bar, otherwise click the More actions menu button, then select Replace.

  4. A Replace confirmation dialog will appear alerting you that the file will be replaced and renamed and this action will affect the review status of worksheets/other schedules. You can also optionally select if you would like existing references to be renamed.

  5. Select Replace when you're ready.

Replace demo
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