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 perform this task, you must be the owner of the document or a member of an access group that has been assigned an access profile with the Create document permission for the folder.

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.

New version options

Option	Description
Reason for new version	Type a reason for the new version that will be saved as a comment in the active version.
Change previous version status to	Select a value to apply to the active version.
Copy properties to new version	Copies the properties of the active version to the new version.
Copy files to new version	Copies the files and URLs of the active version to the new version.
Copy subdocument links	Copies the links in the Subdocuments section of the active version to the new version.
Copy roles	Copies the security roles of the active version to the new version.
Parent document linking	Select No action, Copy links, or Move links to apply to the parent document links of the new version. This option is only available if the document has parent documents. Note    The Move links option will only succeed if the parent document is not in a frozen status.