Files and signatures
Replace a library file
Admins onlyAll plans
Swap a file for a newer version by uploading the new one, moving your tasks across and deleting the old one.
Where:SidebarFile Library
- Select File Library in the sidebar, then upload the new version.
- Find the old file. Its row shows how many tasks and templates use it.
- Open each task that uses the old file and select Edit. On the Advanced tab, take the old file off, attach the new one and select Save Changes.
- Do the same for each template that uses it, under Attached documents.
- Back in File Library, delete the old file.
Good to know
- Hydi shows how many tasks and templates use a file, not which ones, so make a note of them before you start.
- Completed and cancelled tasks cannot be edited, so they lose the old file when you delete it.
- If the old file was shared with clients, turn on Share with clients for the new one as well.
Related
- Add a file to the File LibraryUpload a document once so you can attach it to tasks or share it with your clients.
- Attach a library file to a taskGive the client a document from your File Library to read or review with a task.
- Delete a library fileRemove a file you no longer use from your File Library.
- Edit the tasks in a templateChange, reorder or remove the tasks in a template without touching tasks you have already assigned.