How to Replace a File
Open the document
Go to your Draw documents tab and click the document you need to update.Open Actions
Click ••• in the document header.
Select Replace File
Choose Replace File from the menu. Drag and drop or select " Replace Existing File" to upload a new file.
Confirm
The new file becomes the current file with an audit trail showing the file has been replaced. Vendor and line item assignments will stay intact.
Important Notes
Approvals reset.
If the document was approved, you’ll need to re-approve after replacing.Draw status.
To replace files on a Funded draw, first move it back to Active.Audit entry.
The activity log shows who replaced the file and when, for full transparency.
Do you have questions or feedback? Please email us at help@rabbet.com