Adding a new document version

Article:HOWTO61948  |  Created: 2011-12-13  |  Updated: 2014-05-19  |  Article URL
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How To


Adding a new document version

On the Documents tab in Process Manager, you can add new versions of documents.

Depending on your permission level, you may not be able to add a new document version.

To add a new document version

  1. In the Process Manager portal, click the Documents tab.

    See About the Documents page.

  2. On the documents page, under Browse, select the category that contains the document for which you want to add a new version.

  3. On the right side of the page, click the orange lightning symbol for the document that you want to view. Click Edit, and then click Add New Version.

  4. In the Document Versions dialog box, click the Add New Version tab.

  5. (Optional) In the Version Type drop-down list, select one of the following options:

    • Minor

    • Release

    • Major

  6. (Optional) In the Notes text box, enter notes to give other users more context about the document version.

  7. Click Browse, and in the Choose File dialog box, select a file and click Open.

  8. Click Add.

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