Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Documents versions are created within the FYI drawer when a user edits a document, keeping a history of changes. You can use Upload in the Document drawer to upload a new version of a document. For example, use this option if you export and change a document outside FYI, then need to upload the new version to FYI.
The maximum file size is 500 MB. The new version must use the same file extension as the existing document. For example, you can only upload a .docx file to an FYI Word document.
Upload a new version
Uploading a new version isn't available when
- the document is currently being edited.
- The Workflow Status is Completed, Pending Client Signature or Client Signed.
- The item is a Phone Call, File Note or Meeting.
- Select the document you want to update.
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In the Document drawer, expand Upload.
- Select Choose a file, then select the file to upload.
Alternatively, drag the file onto the Document drawer. - The file is uploaded and set as the current version.
- Review previous versions in Version History.