When a company document is due to expire a notification will be sent to the owner of the document to update to a new version.  Follow the steps below to update a company document

Step 1: Click on the Update modal as below to open the document details.


Step 2: To update the document follow the steps below:

  • Change the expiry date to the date of the new document.  
  • Click on Update Expired Document and choose the new document.  
  • Click on Save
  • All previous versions of the document will be saved and can be previewed.