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1. On

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

This includes:

Expand
titleViewing an external document
  • Editing the details
  • Adding different versions
  • Deleting documents
  • Replacing documents
  • This can all be performed from the External Document screen in a Job Bag.

    AnchorviewviewViewing an external document

    Before printing or sending external documents to clients or colleagues, you need to ensure that you are sending the correct or relevant document.  By viewing this document, you may be able to edit the document but this will depend on the file format of a document. For example, PDF documents cannot be edited but Word documents  can.

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    1. Click on the

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


    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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