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Document Manager enables you to create multiple versions of the same document. You can do this for any Document Type added to the document store.

Download a PDF guide to learn more about versioning documents.

In the Versioning page, you can also see which documents have attachments. These are indicated by anattachment icon.

Only one version of a document can be the current version, which is not necessarily the highest-numbered version. The current version is considered to be the approved or official version.

 

To create a new version of a document
  1. On the Analyse Documents page, Find Documents page or a Documents tab, select the document. You can also select the document from one of the Document Manager views. See Document Manager pages.

  2. Select Versions on the Tasks bar.
    or
    Select Versions from the right-click menu. The Versioning page with the selected document's reference number opens.

  3. All versions of the document stored in Document Manager are listed in the Versioning page.

  4. Select one version of the document in the table.

  5. Select New version on the Tasks bar.
    or
    Select New version from the right-click menu. You are prompted to confirm the Create a new version action.

  6. Click Yes. A new version of the document appears at the top of the list in the Versioning page. By default, this new version of the document is set as the current version.

To set the current version of a document
  1. On the Analyse Documents page, Find Documents page or a Documents tab, select the document.

  2. Select Versions on the Tasks bar.
    or
    Select Versions from the right-click menu. The Versioning page with the selected document's reference number opens. All versions of the document stored in Document Manager are listed in the Versioning page.

  3. Select one version of the document in the table.

  4. Select Set current version on the Tasks bar.
    or
    Select Set current version from the right-click menu. The selected document is set as the current version, which is indicated by  in the first column of the Versioning page.