- Open the intended parent record and its Attachments section.
- Choose the correct file and wait for upload/scanning to finish. Use the limits and types accepted by that installation; extraction limits can be smaller than upload limits.
- Confirm the filename and download/open it to check the content.
- If a form has a specific evidence field, select the uploaded document there and save. Attaching a certificate does not necessarily populate its evidence reference automatically.
- For a replacement, add the new evidence and update the relevant reference or renewal version. Preserve prior evidence according to your organisation's retention process.
Complete when: The document opens from the right record and the evidence field points to the intended version. Stop and report scanner rejection or unavailable scanning; do not bypass it by changing the extension. Deletion is a separate authorised retention action, not a routine correction technique.