Remove, replace, or expire documents — Next Gen

Remove, replace, or expire documents

To remove a document from the folder, click the red X circle icon to the right of the document name.

To replace or expire a document, click the blue ellipsis icon to the right of the document name. From there, select whether to replace or expire the document.

If you're replacing the document, you can choose to upload a new document in its place, or use one from your portal's document library. You can also give the new document a new title, as well as transferring all the existing signature field locations from the old document.

Caution

Signature fields will only be preserved if the number of pages in the new document are equal (or greater) to the number of pages in the document being replaced.