Documents & Expenses
Preserve and retrieve original file versions
Replace an attachment without losing earlier originals used as evidence in service, inspections or packages.
How to use it
- Open Documents and select the record. Review its current attachment before editing.
- Edit the document, choose the replacement file and optionally enter File version change description. Save the document to create a new original version.
- Open the record’s version history to inspect earlier originals. Download the authorized original version you need; changing the current file does not rewrite earlier evidence.
- When selecting inspection or package evidence, check the chosen version and compare its bytes/content with the source you intended.
- If a version is unavailable, refresh status and check household access. Deleting the document also deletes its preserved version history; keep an independent copy of irreplaceable files.
Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.