Update a Managed File

Please note

Only principal users can upload and publish a new version of a Managed File.

Upload and publish a new version of an existing managed file.

1. Click Managed Files in the left-hand menu.

2. Click the three vertical dots at the end of the managed file’s row.

3. Select New Version from the dropdown menu.

4. Click Choose a pdf to select the replacement PDF, or drag and drop it into the PDF File box.

5. Select Detect fields from the PDF to detect existing form fields in the uploaded PDF.

6. Click Upload & Continue.

7. In the Publish Version dialog, review the draft forms and user templates that the current version is attached to.

8. Click Publish to replace the current version of the managed file.

note

The new version, eg. Version 2, will be used when the managed file is attached to forms going forward.