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File Versions

The File Versions section is used when the same document file needs to be updated over time. Replacing a file version keeps one document record and preserves a version history of changes to that file. This differs from Attachments (supporting files) and Revisions (new revision records), because file versions track updates to the same document item.

How to Replace a File Version

Replacing a file version updates the document file while keeping a visible record of prior versions.

StepDescription
1Navigate to the Document File Version section in the relevant Doc Details dialog. Alternatively, right-click the relevant document and select File Versions.
2Click Replace File.
3Select the relevant document from your device.
4Confirm the file replacement.
5A record of previous and current file versions will appear. The latest version is displayed at the top of the list.

Here is an example of replacing a file version:

Example: Replacing a File Version