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Replace or remove a material file

A file leaves the material, or a newer version takes its place. Before you remove a file, you see which certificates and test results lose it.

Remove a file

  1. 1In Production → Materials, click the material. In Documents & sources, click the three dots (⋮) next to the file.
    WhenChooseWhat it changes
    You have a newer version of the same document“Replace…”Certificates and test results keep the file. See Upload a newer version of a file below
    The file was added by mistake or is no longer valid“Remove”Certificates and test results lose the file
    The file menu sits next to each file in Documents & sources.
  2. 2Click Remove. The window shows how many certificates go back to Unverified and how many test results lose the file.
    WarningYou can't undo removing a file.
    • Click Remove file.

Check the result

The file is gone from Documents & sources. A certificate that showed File attached with this file now shows Unverified under its number.

Other situations

Upload a newer version of a file

Use this when certificates or test results use the file and you have a newer version.

WarningThe old version is deleted without a confirmation. Keep a copy if you still need it.
  1. 1In the file's menu, click Replace… and choose the new file on your computer. The list shows the new file name. A certificate that uses the file still shows File attached.

If it does not work

  • The menu shows Delete certificate instead of Replace… and Remove — you opened the certificate's menu in Certificates. Use the three dots next to the file in Documents & sources.
Next
  • Attach a file to a certificate or test result — give a certificate at “Unverified” a file again.