Replace Existing Proposal Attachments


Overview

How to replace attachments in Kuali Research with an updated document version without recalling the record or requesting the SPO to reject/return the record. 

Steps To Take

1. In the proposal, navigate to the Attachments screen and click on the tab with the document that needs to be replaced. Find the document you would like to replace and click on the Details button

2. In the Details window, both the attachment status (if applicable) and document file can be updated. Click the Choose File button and select the replacement file, then click Save

3. The document will be replaced and include an updated 'Posted Time Stamp' along with the name of the user who made the update. Click Save

 

Install WalkMe for Kuali Research resources and training

If you still have questions or need additional assistance, submit a ticket