Creating a New Revision of a Document

If a document requires updating, the user should maintain proper change control by creating a new revision of the document (the previous version will remain attached to the Document record for retention and archiving).

1. From the Document record, click Action > New Revision.
2. Enter the revision of the source document, if applicable.
3. Check the Copy Distribution List From Type checkbox to copy any document type distribution lists to the new revision.
4. Check the Copy Content checkbox to copy document content to the new revision.
5. Check the Copy References checkbox to copy any references to the new revision.

6. Click Save.
   Result: The new revision is displayed.

See Also

Editing a Document

Deleting a Document

Changing the Document Owner

Changing the Document Role

Copying a Document Record

Synching the Secondary Format

Changing the Secondary Format Preference

Automatically Expiring a Document

Tracking Content and Profile Viewing History for a Document

Showing Document Access Warnings

Enabling Work Group Access for a Document Record

Document End User Steps

Document Tree Actions