You can create a new version directly from the Documents Hub.
Note: Once a new version is created, it cannot be undone
or reverted to a previous version number.
For example, if Version 2.0 is created by mistake, the document cannot be returned
to Version 1.0.
Use version creation carefully to avoid unnecessary version increments.
Create a new version from the Documents Hub
Go to the Documents Hub.
Find the document you want to version.
On the right side of the document row, click More actions (⋯).
Select New version.
In the dialog box that appears:
Review the Current version.
Enter the Current version comment if needed.
Under New version, choose:
Increment minor version number (e.g., 3.5 → 3.6), or
Increment major version number (e.g., 3.5 → 4.0)
Enter a New version comment (required).
Click Save.
The system creates the new version and opens it in the Editor.
Current version comment
The Current version comment describes the changes made in the document’s active version and supports clear version traceability.
• The comment can be edited at any time while you are working in that version.
• It can also be updated in Document Attributes as long as a new version has not been created yet.
• Once a new version is created, the comment for the previous version becomes locked and cannot be changed.
Use this comment to provide a brief, meaningful explanation of what changed in the version so that future reviewers can easily understand the document’s edit history.
The Current version comment describes the changes made in the document’s active version and supports clear version traceability.
• The comment can be edited at any time while you are working in that version.
• It can also be updated in Document Attributes as long as a new version has not been created yet.
• Once a new version is created, the comment for the previous version becomes locked and cannot be changed.
Use this comment to provide a brief, meaningful explanation of what changed in the version so that future reviewers can easily understand the document’s edit history.
New version comment
The New version comment is required when creating a new document version and provides context for why the new version is being created.
• Add a brief explanation of the change, such as an update summary, reason for restoration, or scope of edits.
• After the new version is created, this comment becomes the Current version comment for the new version.
• Once it becomes the Current version comment, it can be edited in Document Attributes while you are working in that version.
The New version comment is required when creating a new document version and provides context for why the new version is being created.
• Add a brief explanation of the change, such as an update summary, reason for restoration, or scope of edits.
• After the new version is created, this comment becomes the Current version comment for the new version.
• Once it becomes the Current version comment, it can be edited in Document Attributes while you are working in that version.
Comments
0 comments