A document can have one or more versions. All versions have their own status. When creating a new document, the document only has one version. The status of that version is also the status of the document. If the document is created as a draft, the current version will also be a draft.

Under the Versions tab there is an overview of all versions of the document.



Info: indicates that it is the current version of the document.

Why use versions of a document:

If changes have to be made to a published version of a document, creating a new version as a draft is recommended. The new version can then be fully prepared before it is published and put into use. The history of all versions of the document is also retained throughout the life of the document.

It is not possible to publish a historical version of a document. If a document's latest version has the status History but the document is to be published, you can create a new draft and publish the new version.


Info: If the document is connected to records in other modules, it is the current version of the document that is available under the Document tab on the record it is connected to.