Upload a document version for each document in the parent record.

Before you begin

Role required: none

Procedure

1. Navigate to the record (for example, Incident).
2. Select the Documents tab.
3. Right-click the document name.
4. Select Upload Version.
5. Select the file type you want to upload and add any information related to the file under Notes.
   • To upload a file, select Attachment, select the file icon, and select the file.
   • To link to a document, select URL and provide the link.
6. Select OK.