Replacing and Removing View Files


Replace and remove document view files to keep documents up to date.

To replace a view file:

  1. Select the document.

  2. Click Actions.

  3. In the Admin menu, select Replace/Remove view file.

    Replace/Remove view file selected in Action-admin menu 1

  4. Select Replace.

  5. Select either Copy Redlines or Remove Redlines.

  6. Click Add files to upload a new file.

    Add Files in Replace/Remove view files pane

  7. Click Save.

To remove a view file:

  1. Select the document.

  2. Click Actions.

  3. In the Admin menu, select Replace/Remove view file.

    Replace/Remove view file selected in Action-admin menu 2

  4. Select Remove. By default, Redline markups will be set to Remove Redlines.

    Remove files in Replace/Remove view files pane

  5. Click Save.

View files can only be replaced for documents with the following statuses:

  • Unrestrained.
  • Restrained where the workflow has not been activated.
  • Restrained documents awaiting release where the review type is single (not serial or parallel).