How can you “replace” a file in FileHold?

For example, some documents are maintained as customer documents. When an updated is received from the customer, I just want to replace the old version with the new one in FileHold. I would like to maintain any existing metadata, links to other files, security settings, etc.  How would I accomplish this in FileHold?

For compliance and audit reasons you cannot "replace" a file in FileHold without doing some work behind the scenes as that is something that FileHold attempts to prevent. However, the use case you describe is very common. The method is to create a new version of the document from the new file provided by the customer. If you like you can delete the old version or retain it for future reference. First you check out the existing document then you check in the new document. When you are checking in the new document, you override the checkout location and select the new file.