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This page shows a guide to creating versions.

1. Click Create new draft.


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

The Status column shows 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 version. The contents of the version of the document can be modified by editing the file directly by clicking , or by going to the metadata for the version and replacing the file.

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.

Note: The previous version of the document will be the current version until the new version is published.

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

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


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  for more information.

Info: The current version of the document is marked .

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