You can add multiple attachments to the system, delete, email, and archive them as well.
Attaching new document(s):
Select Attach File and locate the document on your desktop.
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The system will confirm that you have reviewed the dates associated with the new document to confirm they are correct.
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You can continue to add multiple attachments by clicking the Attach File (see Replace/Archive) |
Deleting
Select the checkbox next to the Attachment(s) that you want to delete via the check box. A yellow tool bar will displaytoolbar appears. Select DELETEthe Delete button.
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The system will prompt you to confirm.
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Replace/Archive
If you do not want to delete your attachments and store them for future use to or review, you can ARCHIVE archive the old attachment and replace it with the current attachment.
Click the check box checkbox next to the current attachment and select REPLACE Replace file.
This will then display displays the current attachment and put puts the older version in the ARCHIVE Archive section. To access the ARCHIVE Archive section, click the check box checkbox next to the new attachment and select VIEW ARCHIVE View Archive.
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You can locate the attachment in the Archive and have the ability to can Download, Email, or Restore to the current attachment.
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| Note |
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We do not recommend attach multiple attachments in the “current” view, as they will display when you opt to attach the certificate when emailing out of the platform. This can cause confusion |
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about the latest version (unless they are labeled with items such as ‘expire’ etc.) |