You can maintain the external documents that you have attached to your Job Bag.
You can view the documents that have been attached to a Job Bag. 1. On
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.
Documents go through a number of revisions before they become the final document. It is often important to remember the different versions 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.
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 you have made an error on a document or uploaded the wrong file, you can replace 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.
This can all be performed from the External Document screen in a Job Bag.
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