How to create a new document version

Once a document is approved, it can no longer be edited. If you need to make any changes to the document, you have to create a new version.

1. Open the edit screen. Go to the document edit screen by clicking the Edit icon.

2. Create a new version. Click Create a new version.

   

3. Make the changes. Make the necessary changes and add any version notes.

4. Save the version. Click Save & View if more changes need to be made, as the document still stays among the drafts. Or click Save & Approve if the document is complete and can become active.