Requesting a New Version of a Document
Requesting a New Version of a Document
This guide provides step-by-step instructions for requesting a new version of a document in the Documents section when the current file is nearing its expiration date.
Step 1: Access the Documents Section
- Navigate to the Documents Section in the eftsure portal.
Step 2: Open the Actions Menu
- Locate the document for which you want to request a new version.
- Click on the Actions button associated with that document.
Step 3: Select “Request a New Version”
- From the dropdown menu, click on “Request a New Version.”
- This option will enable you to send a request to the entity, asking them to upload an updated version of the document.
Step 4: Fill in the Entity's Email Address
- A prompt will appear, allowing you to enter the email address of the entity.
- Click on the input box to fill in the email address of the entity.
Step 5: Send the Request
- Once you have entered the email address, click “Send” to send the request to the entity.
Step 6: Confirm Request Sent
- After sending the request, you can confirm that it has been sent successfully.
- Check the fourth column in the Document Section; it will be highlighted in yellow to indicate that the update request has been sent.
Conclusion
You have successfully requested a new version of a document. The entity will receive your request via email and can upload the updated document accordingly. If you have any further questions or need assistance, please refer to the help section in the eftsure portal.
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