How to Create a New Version Document
Who is this article for?Ideagen EHS User creating a new version of a document.
Access to create a new document version is required to follow these steps.
Document versioning involves tracking changes made to a document over time and maintaining a record of each version of the document.
This can help to ensure that employees are working with the most current and accurate versions of documents, and that compliance with regulations is maintained.
By implementing effective document versioning practices, organizations can improve their compliance, reduce the risk of errors or inconsistencies in documentation, and ensure that employees have access to the most up-to-date information. Document versioning can be implemented using a variety of tools, including document management systems or software, spreadsheets, or other tracking mechanisms.
Document owners and document coordinators can initiate/upload a new version of a document. This article outlines how to create a new version of a document and is split into the following sections:
1. How to Create a New Version Document
- Click on the Documents icon.
- Click on the Document Management menu item.
- Click on the Manage Documents menu item.
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To upload a new version, select the ellipsis next to the applicable document and select New Version.
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Click on the Select Files link.
- Complete the Reason for Change field and select the version. Click on the Continue button.
- After clicking on the Continue tab, the version gets updated and the document will be in Draft status.
Important Note: The existing Final version will remain visible until the new version is approved and finalized. The new Draft version will only be viewable to the document owner, document coordinator and selected approvers.