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This page shows a guide to creating versions.

1. Click Click Create new draft.

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2. The Versions tab opens. Here, you You can publish the document or perform workflow for the new version of the document.

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The Status column shows displays the status of the different versions. The new version is assigned draft status. Depending on what is selected for the document type, the column Options shows the workflow you can do for the version. The contents of the version of the document can be modified by editing the file directly by clicking Image Removed, or by going . You can edit the file directly by clicking Image Added. You can also go to the metadata for the version and replacing replace the file.

Tip

Tip: You can create, modify the contents of and publish a new version simultaneously by clicking Replace and checking the box for the field Create as new, published version under the Form tab.

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To view and edit metadata for a new version of the document, click on Image Removedon Image Added.

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When the new version is published, it becomes the current version and the previous version is sent to History.

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Form

You can see metadata for the current version of the document under the Form tab. On the right side are notes linked with the current version of the document and notes written throughout the life of the document. Click Image Removed for Image Added for more information.

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Info

Info: The current version of the document is marked Image Removed Image Added.