Creating a New Revision of a Document

If a document requires updating, the user should maintain proper change control by creating a new revision of the document (the previous version will remain attached to the Document record for retention and archiving).

From the Document record, click Action > New Revision.
Enter the revision of the source document, if applicable.
Check the Copy Distribution List From Type checkbox to copy any document type distribution lists to the new revision.
Check the Copy Content checkbox to copy document content to the new revision.
Check the Copy References checkbox to copy any references to the new revision.
Click the drop down arrow and select a change order, if there is a change order related to the new revision. If a change order was selected, click the drop down arrow and select the change type.
Click the drop down arrow and select a change plan that has at least one action plan pending for the new document to be created. If a change plan was selected, click the drop down arrow and select an action plan that is pending for the new document to be created under that change plan. This step is only applicable if the Change Management application is integrated with the Document Management application.

NOTE: In order to use the functionality of an integrated Change Management system, this functionality must be enabled by an administrator in the Application Options. See Change Management Integration.

Click Save.
Result: The new revision is displayed.