Upload a document version in a parent record

task australia Updated Sep 10, 2026 1 min read upload-new-doc-version.md
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Upload a document version for each document in the parent record.

Before you begin

Role required: none

Procedure

  1. Navigate to the record (for example, Incident).

  2. Select the Documents tab.

  3. Right-click the document name.

  4. Select Upload Version.

  5. Select the file type you want to upload and add any information related to the file under Notes.

    • To upload a file, select Attachment, select the file icon, and select the file.
    • To link to a document, select URL and provide the link.
  6. Select OK.

Parent Topic:Linking documents to a parent record

Related topics

Create a document version

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