Managed Documents - Creating and Revising

 

To create a new Managed Document, click the 'New' button from the Managed documents list.

 

To create a Revision of an Existing Document, first select the document to be revised and then select the 'New Revision' button. A copy of the existing Document Record will be created and opened with the revision number incremented. When a new revision is added the previous revision is flagged as inactive and so disappears from the list.

 

 

Creating Managed Documents and adding revisions can be seen in the attached animation.

Managed Documents