Upload versions to an external cloud

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Upload document versions Document Management to an external cloud.

    Before you begin

    Configure permission for roles or groups by selecting the mp_document_admin from the document list.

    Role required: mp_document_admin

    Procedure

    1. Navigate to All > Documents > Documents.
    2. To upload documents on an external cloud, select the Versions tab and select Upload to cloud.
    3. Select the default version if available or attach a local file.
    4. Optional:
      • Select Remove from instance check box to remove the attached version from the database
        Note:
        The removed attachment version will still appear for tracking.
      • Select Do not store instance check box not to store the attachment in the database.
        Note:
        The attachment won’t be stored in the database, but a new version is created for tracking.
    5. Select Upload to proceed.
    6. Select the External Cloud Settings tab to view the provider details and the external file URL.
    7. Select Open Cloud URL at the top to open the document in the external cloud.