How to Create a New Version of a Document

Learn how to create and manage new versions of documents.

Creating a New Version of a Document

To create a new version of a document, click the Document Name in the top left to open the Version Control menu.

Here, you will see a list of all the document versions. Click Create New Version to create a new version of the document.

A new version will be created and a success message will appear in the lower left hand corner of the screen. 

Click Rename within the success message to quickly rename the new version.

Opening the Version Control menu will now show you all versions of the document, and you can quickly switch between them to edit either version.

Editing the Document Name & Thumbnail

To update a version name, select the version you want to edit from the Version Control menu, then click the Three Dot Menu in the top right of the screen, and select Edit Document.

Update the Title to change the title of the current version.

You can also upload a custom thumbnail by clicking Upload Photo

Deleting a Version

To delete a version, click the Three Dot Menu in the top right of the screen, and select Delete This Version.

On the confirmation message, select Delete to permanently delete this version.

To learn how to leave feedback on a document, click here.

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