If you want to create a new, updated version of a document, there’s no need to start from scratch. Simply open the existing document and click the NEW DOCUMENT VERSION button in the top left panel.

Clicking the button opens a list containing two options.

Creating a copy of the document – opens a list of fields to select for copying into the new document. The new and old documents will not be linked.

Creating a new version of the document – links the new document with the old one and opens a configuration window where you need to fill in the following fields:

Effective Date – the date from which the new document becomes effective

Base Document withdrawal date – the date until which the old document is valid (after which it becomes inactive and is moved to the archive)

You can also set the withdrawal date for the newly created document and the approval deadline by which employees must review/acknowledge the document.

Select the fields from the list whose values you want to transfer to the new version of the document, then confirm by clicking OK. Depending on the configuration, the available list of fields may differ from the one shown here.

Next, select from the list the fields whose values you want to transfer to the new version of the document and confirm by clicking the OK button. Depending on the configuration, the available list of fields may differ from this example.

The new document will open in a new tab.