How to Supersede Documents

This guide outlines a simple process for updating files, allowing users to efficiently manage and organise their documents. By following these straightforward steps, you can ensure you always have access to the most current versions.

Step By Step Guide

1. Click "Documents" on the Plexa Dashboard
2. Click "Folder" requiring upload of files eg Architectural
3. Click "UPLOAD FILES"
4. Click "Drag and Drop" or "Browse" to add documents
5. Close the pop up once upload complete
6. Click "YES or NO" if document is superseded
7. Click "SAVE" when complete

Notes & Recommendations

• Version Control: Keep track of different versions of documents to avoid data loss.
• Consistent Naming Conventions: Use clear and consistent naming conventions for easy identification.
• Review and Delete Redundant Files: Regularly assess and remove obsolete files to maintain a clutter-free storage system.

Video Tutorial

For a visual guide, watch the video tutorial below

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