Tip #86 - Use Upload to Replace a Document in a Case

Occasionally you may need to replace a document that may have been added to a case in error.  You may have attached a document to the case (using the attach function) and at the time the document was attached you correctly designated the intended properties (i.e., document categories, document sub-categories, from, to, description, etc.) only to find out later on that it was not the document you wanted to attach in the first place.
 
Incorrect Document Attached to the case

You certainly could delete that “incorrect” document from the case and repeat the attach procedure with the correct document. If you were to delete the incorrectly attached document, it also means that you will need to supply all the required properties of the correct document the second time around. Since all the document properties of the “wrong” document are needed, you could simply use the “upload” feature on the Documents Page to replace the wrong document with the correct one. Using the “Upload” feature means that the previously supplied document properties remain in place and the documents are simply exchanged. 
 
The steps to “replace” the document using the Upload feature are pretty straightforward.
 
First you simply right click on the document on the Documents Page (or click on the action icon in the far-right column) and then select the “Upload” option.

Next click the “Browse” button to browse and locate the desired document.

When you have located and selected the desired document, click the “open” button to upload it to the case in SmartAdvocate.

You will see a “File uploaded successfully” message once the document has been uploaded to the case.

Correct document uploaded to replace the prior document