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  5. Creating Document Versions

When a user saves an office document in DMSforLegal inside a location with a file of the same name, the Document save method dialogue box opens. The user can decide:

    • To save as new document
    • To overwrite and publish a major version. A major version means that a document with a version of 0.1 assigned to it is saved as a 1.0. A document with a version of 1.0 is saved as a 2.0 and so on.
    • To overwrite creates a minor version. This means that a document with a version of 0.1 assigned to it is saved as a 0.2. A document with a 0.2 version is saved as a 0.3 and so on.

Save Office File as a New Version

  1. Open existing Office file
  2. Make a change within the document
  3. Choose File tab and select Save

   

  1. In the Document save method dialogue box, choose either
    • To overwrite and publish a major version. A major version means that a document with a version of 0.1 assigned to it is saved as a 1.0. A document with a version of 1.0 is saved as a 2.0 and so on.
    • To save as new document
    • To overwrite creates a minor version. This means that a document with a version of 0.1 assigned to it is saved as a 0.2. A document with a 0.2 version is saved as a 0.3 and so on.

*Note: Version number is a separate metadata field.

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