By Clay Li on Tuesday, 01 September 2020
Category: Feature

How to Update Files in Documents in Calem

​A document in Calem can have a file attached to it. A document can be referenced by other objects in Calem including assets, locations, and work orders. If a new version of a file is available, one can use the following steps to update the file of a doc. All objects referencing the doc will see the updated file.

Step 1. Remove File

The first step is to remove the current file from the document.

Step 2. Attach New File

Next, click "Edit" to edit the document record. Then, click "Choose File" to attach a new file. Save the change. The file in the doc is updated to the new file.

Step 3. File System Method

Steps 1 to 2 above are sufficient to replace files in documents. There is an alternative method to replace files based on how the files are stored in the file system of your Calem server. You may choose this method if there are many files to be replaced.


Additional Resources