Using derived documents

To use derived documents, the Create New Version and Replace Document may be used interchangeably to revise a document. When a document is replaced, as opposed to being placed under change using document workflow, several things occur:

• The original version of the document is retired, but is still visible in the vault Explorer view. All parent documents continue to reference the original, retired version of the document.
• A new version of the document is created as a new, unique document. A reference is created to tie it to the original version of the document.
• When a document is modified that references the original version, the retired document is detected when the document is opened in a CAD application. The user is specified the option to replace the original version with the new version of the document.

This methodology is useful for ensuring that parent documents are only updated when a conscious decision has been made to revise the parent. Replacing versions also ensures that a specified version of a parent document will always resolve the correct child documents, even in historical contexts.

Note    To force the use of Create New Version, the Change released document privilege may be withdrawn by a system administrator.