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📄 How to Manage Documentation

Upload new versions and edit company documents, policies, or reference materials.

Editing or Updating Versions

  1. Select the Document Name or the Edit icon from the list.

  2. To replace the file with a newer version, select Upload new version.

  3. Update the Version number and select the green Update Version button.

Archiving Documents

  1. Locate the document in the main list.

  2. Select the Archive icon in the Actions column to remove it from active view