Create a document version

Create a document version for each document.

Before you begin

Role required: none

Procedure

1. Navigate to All > Documents > Documents and click the document record.

2. Scroll down to Versions tab.

3. Select New.

4. Select the file type you want to upload and add any information related to the file under Notes.

   • To upload a file, select Attachment, select the file icon, and select the file.
   • To link to a document, select URL and provide the link.
   • Select Submit.

5. To submit the version for review and approval, go back and select the version and select Submit Version.

Parent Topic:Document versions