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Replace Existing Documents

How to replace documents that have been uploaded and assigned to the budget

Written by Tom Martin

How to Replace a File

  1. Open the document
    Go to your Draw documents tab and click the document you need to update.

  2. Open Actions
    Click ••• in the document header.
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  3. Select Replace File
    Choose Replace File from the menu. Drag and drop or select " Replace Existing File" to upload a new file.
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  4. 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

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