Replacing an expiring or expired document

When a certificate is renewed, add the new one to the same record. The old copy is superseded and keeps its history.

1. 1
   Open the document

   In the Document vault, open the expiring or expired document. Documents that need you are under Needs attention.

2. 2
   Choose Upload renewal

   The button reads Upload renewal on an expired document and Replace otherwise. Pick the new file.

3. 3
   Confirm the details

   Check the new reference and dates as you would for any upload.

4. 4
   Check the result

   Passmark shows Certificate renewed. The old copy was superseded. The older version stays in the document's version history.