Replace a File in Resources
You can swap a file in Manage > Resources for a newer version without creating a new resource. This is handy when a playbook, deck or price sheet changes.
Replace a file
- Go to Manage > Resources.
- Open the three-dot menu on the file's row and select Edit. The Replace File window opens, with the current file shown under Current File.
- Drag a file into the drop area, or click it to browse.
- Click Replace. A message says "File replaced".
Click Cancel to close the window without changing anything. You can't close it while the upload is running.
File size and formats
- Accepted formats are PDF, DOC, DOCX, PPT, PPTX, TXT, CSV and XLSX.
- The maximum size is 200 MB per file.
- You can replace with one file at a time.
If the file is too large, you see "File is over 200 MB". If the format isn't supported, you see "Unsupported format. Use PDF, DOC, DOCX, PPT, PPTX, TXT, CSV or XLSX."
What happens to agents using the file
The new file replaces the old one on the same resource, so the resource keeps its place in the library and you don't need to attach anything again. The window doesn't change where the resource is used.
Website resources work differently. Edit on a website opens its details page, where you can change the address and crawl settings. See Import a Website as a Resource.
Hope this article was helpful. For any queries, please write to support@outdoo.ai