I have a new version of a document. How do I make sure that I update it throughout the system?

By replacing a document using the Document Information Sheet and selecting Upload “New Version”, the document is automatically replaced in System Populated Sections. Documents already in the review are not automatically updated, however as the lead client/client, there will be a prompt requesting if you would like to continue with the new version or the existing current version that is currently in review. This prompt is shown when the user opens the Document Information Sheet

 

The document will also be indicated as having a new version available in the Compliance Information Sheet