How to replace a document in a Zato job
How to swap out an incorrect or incomplete document without causing issues or duplicate entries.
If you have uploaded the wrong version of a document β for example, a partial depreciation schedule instead of the full-year version β you can replace it without affecting the rest of the job.
Steps
- Navigate to your job and open the File Upload section.
- Locate the incorrect file.
- Click the Delete icon to remove it.
- Upload the correct, complete version of the document.
- Click Run Zato to reprocess the job with the updated file.
Tips
- Replacing a document and re-running Zato will not create duplicate entries β the system reprocesses based on the current uploaded files only.
- Always confirm you are uploading the complete version of a document (e.g. full financial year, not a single month) before running Zato.
If changes are made after automation has already run, always use Re-Run rather than Continue. This ensures the updated file is fully processed.