Replace external documents in Agile Audit

Replace external documents in Agile Audit

You can replace external documents, such as PDFs, Word files and Excel files, that you have previously uploaded to the engagement.

Note: Document versioning is not supported (no version history is retained).

To replace an external document:

1. From the top menu, select Documents.
2. Go to the document you want to replace.
3. To replace the file, you can:

    1. Drag and drop the new file from your computer onto the old file.

    2. Use the More actions () menu to upload the file.

    3. Select More actions () | Replace.

    4. Select the file to be uploaded, then select Open.

4. Select whether to remove pre-existing signoffs or retain them.

The Replace File dialog.
5. Select CONFIRM.