Creating electronic document revisions
Checking out a record and creating a new revision
Modify the document in its associated application, and then check it back in as a new revision. See Checking out or extracting electronic documents and Checking in checked out electronic documents.
- Search for the record you want to create a new revision for
- Check Out the document to your Offline Records or a local folder and amend as required
- From Offline Records, check the document back in by selecting Make a New Revision
- Click OK
TIP: Alternatively, using the record right-click Edit option to open the document in it's authoring application, saving any modifications made and closing the document will also create a new revision.
Creating a new revision while leaving the record checked in
A user with Document Update permission can check in an electronic document as a new revision by dragging and dropping the file to Content Manager and using the option Replace current Revision.
- Arrange the Windows Explorer and Content Manager windows so that you can drag the file from Explorer to the Content Manager record with the existing electronic document to replace
- Drag the file from Explorer to the Content Manager record.
The Check In - <file name> dialogue box appears. - Under Return Type, select the option Replace current Revision and click OK.
Content Manager replaces the current revision with the new one.
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