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Supersede a single Document

Upload a new document revision to make changes to an existing document, or to change the information about the document.

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Usually you'll update (or supersede) a document by replacing it with another file uploaded from your computer. However you can also use this procedure to update incorrect or incomplete information about the document. For example, if there is a spelling error in the document title, or if you need to add comments about the document.

Tip: When you update a document with a new file, the previous revision is retained in the document history. Previous document revisions are not deleted.

 

  1. Choose your project in the Project Selector at the top of the page.
    Project Selector
  2. Click the Documents button on the Module Menu, and under Search, click Document Register.
    Search document register
  3. Complete one or more search criteria fields.
  4. Click the Search button.
    Search criteria and search button
  5. Click in the search result row for the document you want to update and choose Supersede.
    Document options menu - Supersede
  6. Update document information fields as required, making sure that all mandatory fields are completed.
    Supersede document page
  7. To replace this document with a new revision, click the Browse button, locate the file you want to upload, and click the Open button.
    Browse for file
  8. Click the Supersede Document button.
    Supersede document button
  9. Click the link to choose your next step. You can:


Transmitting your superseded document

 

The document you just superseded is automatically attached to the transmittal.
Document supersede transmittal

  1. Complete all mandatory Transmittal fields, and any other fields as required.
    Complete mandatory fields
  2. Click the Send button.
    Send button