Changing the Attached Document

[Law Offices of George Henderson]

We attached a document to a case activity note. But now we re-scanned the document and removed a page. How would we be able to take out the previously attached document and replace it with the new scan?

[Anonymous User]

You may do it one of several ways. One way is to simply add a new case activity event, drag and drop the new scanned document onto the note and then just erase the old event. Otherwise, you can edit the old event, click the OLE tab and change the Document Type to none and then drag and drop the new scanned document onto the note.

Mike