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

4. 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.