New Version from Processing a Document 

Prerequisites

You are processing a document, for example on the tab page Document data.

Procedure

  1. Choose Document → New version

Depending on the document type, you may have to make an entry in the Document version field.
See: Document Version

The following overview displays the possibilities for version assignment.

Settings for Version Assignment of Document Type

Activities

Automatic assignment

The system ignores each entry in field Document version. The successor for the next highest version is automatically assigned (after the set version number increments).

No automatic assignment

You see the Create document: Initial Screen. Enter the data for the new version.

The next free Version should be assigned for the highest existing version.

Enter the special character "*" in the first part of the field Version. The system assigns the numbers according to the version number increments.

 

  1. Confirm your entries.

The system checks the data of the source document. You may need to edit the data in the dialog box.

See: Creating a New Version

  1. Process your document data.
  2. Save the new version.