Manage documents

Handle duplicate files and document versions

Choose what to do when an upload matches an existing document.

2 min read

Choose whether to add a version

PaperPilot may flag a file that is already in your library or ask what to do when an upload has a name that matches an existing record. Review the prompt before continuing.

  1. Upload the revised file from Documents.
  2. If it belongs to an existing record, choose the option to add it as a new version. Otherwise, keep it as a separate document.
  3. Open the record and review Version history to find earlier files.
  4. Download a version if you need to compare it with another copy.