Replacing a Document
Replacing a Document
This guide outlines the steps to replace a document in the Documents section of the eftsure portal, whether it has already expired or is nearing expiration.
Step 1: Access the Documents Section
- Navigate to the Documents Section in the eftsure portal.
Step 2: Open the Actions Menu
- Locate the document you wish to replace.
- Click on the Actions button associated with that document.
Step 3: Select “Replace”
- From the dropdown menu, click on “Replace.”
Step 4: Select the New Document
- Click on “Select File” to choose the new document you would like to upload from your device.
- Navigate to the location of the new document and select it.
Step 5: Set Expiry Date (Optional)
- If the document has an expiration date, you can set this now. This ensures that the entity receives a notification to replace the document when it is nearing expiration. Click on the calendar icon to do so.
- Choose the expiration date from the calendar.
Step 6: Upload the New Document
- After selecting the document and setting the expiry date (if applicable), click the “Replace” button to upload the new document.
Step 7: Confirmation
- The document has been successfully replaced in the eftsure portal. The updated file is now accessible, and any assigned expiry dates will automatically prompt future update notifications.
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