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You can maintain the external documents that you have attached to your Job Bag.

This includes:

This can all be performed from the External Document screen in a Job Bag.

Anchorviewview
Expand
titleViewing an external document

You can view the documents that have been attached to a Job Bag.

  

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1. On 1. Click on the

 


  1. On the External Document screen, click on the View File button against the document you want to view. 

    This will download the document.
  

  1. Image Added
anchor


Expand
edit
title
edit
Editing external document details

You can edit the details of an external document.  You can add a new version of the document, edit the description field notes or edit the reference field notes etc.

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  1. Click on the Edit Document Details button

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2. Edit
  1. and edit the details on the External Document screen.
3. Add notes in the Description describing

  1. Image Added

  2. Add notes in the Description describing your change.
4. Click the Save button 1. Click

  1.  Click the Save button to save your changes.
  


Expand
anchor
title
versionversionVersioning an external document
Adding different versions

Documents go through a number of revisions before they become the final document.  It is often important to remember the different versions

so as

to establish the development of the final document. It is therefore important to be able to differentiate between the different versions by giving each their own unique number.

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  1. Click on the Edit Document Details button
. 2. To
  1. and click on the Add Version button to add a new version of the document
, click on the Add Version button
  1. .
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  1. Image Added
3.

  1. Drag and drop the file you want to attach onto
the
  1. the Document Upload
dialog.
  1.  dialog, and then
select 1. Click
  1. select Upload.
  

Expand
anchor
title
deletedeleteDeleting an external document
Deleting documents

It is possible to delete External Documents if you uploaded the wrong file, uploaded a duplicate, or if you uploaded it to the wrong job.

If there are duplicates under the External Documents section on the job tree, these duplicates can be deleted from the Job Bag.

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  1. Click on the Edit Document Details button.
 

2.

  1. Click

the
  1. the Delete this line

button
  1.  button against the document you want to remove

.3. Select Yes to
  1. and select Yes to delete the line.


    Image Added

    The document is removed from

the 1. Click
  1. the External Document screen.

  
Expand
anchor
title
replacereplaceReplacing an external document
Replacing documents

If you have made an error on a document or uploaded the wrong file, you can replace

them

it.

Although you cannot edit the document in Chase, you are able to replace it with a correct document from external sources.  You first need to make the changes to the document before you can replace the original document that has been uploaded in Chase.  Alternatively, you can save it as a later version so that you keep track of any changes made to the file or document.

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  1. Click on the Edit Document Details button against the document you want to edit.
2. Click

  1. Click on the Change File button.

3.

  1. Image Added

    Drag and drop the file you want to attach
onto the Document Upload dialog that appears,4. Click on
  1. and click the Save button to save the changes
that have been made.
  1. .



This can all be performed from the External Document screen in a Job Bag.




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