Creating a new version

Creating a new version of a document creates a copy of the document with the same document number but with different property values or files. A new version can be used to make changes while retaining the original version of the document.

Note    Document version operations are listed in the document's change history as described in Viewing and editing document properties. For the new version, a Create document operation is listed, and for the old version a Create new version of document operation is listed.

How new versions can be created in a workspace can be configured by a system administrator. The configuration can limit:

• New versions to be created only when the document has a specific status.
• Previous versions to be automatically set to the Obsolete status when a new version is released.
• Default option settings for the source version.
• Default and cleared option settings for new version properties, files, or subdocument links.

Before you begin

To be able to create a new version, you must have the Create document right.

To create a new document version:

1. Open the property page of the source document as described in Viewing and editing document properties.

2. In the ribbon, in the Document group, click New version. A page showing the new version options appears.

3. Click options or type values using the descriptions in the following table.

4. Click New version.