Replacing a document — Classic

Replacing a document

If one of your documents that you typically send out gets updated, you should update the document in your Sertifi folder. To do this, you must replace the pre-existing file.

To replace a document:

1. Ensure you're in Salesforce Classic.

2. Click the plus icon (+)from the home page.

3. Click Documents.

4. Select Sertifi from the Folder dropdown in the Document Folders section.

   

5. Click Go!

6. Click the name of the document you want to replace.

7. Click Replace Document.

   

8. Click Choose File to upload a file from your machine, or create a reference link using a path or URL to where the updated document is stored.

9. Click Replace Document.