Replace Documents

You can easily replace the document image in a GlobalSearch record, while retaining all of the indexing data. Using replace is often used with contracts, where you may have saved and indexed a draft, and then replace the draft with a final version when complete.

1. To replace the document with a different one, in the Actions menu, select Replace.
   
   
   
   
2. Navigate through your local Windows Explorer folder hierarchy to the desired file and click Open. The document will be replaced in the Document Pane.
   
   
3. Click Save Changes.