Moving a version
Updated over a week ago

All versions are saved into a document, and there may be times that you need to change this. For example, a version may have been added to a new or incorrect document in error, or you may want to move a version into it's own document so you can apply different document settings.

How to move a version to another document

Navigate to the Document Management page for your version.

  • Select Documents from the main menu followed by ‘Search’.

  • Select ‘Manage’ for the document.

  • Select ‘Manage Version’ for the version you would like to duplicate.

  • Select ‘Version Settings’ from the list of options available.

  • Choose the folder and document that you would like your version to be moved to.

  • Select the 'Save' button.

💡 The version name can be changed here too.

Once saved, your version will be moved and will now be saved into the document that has been selected.

💡 To move a version to a entirely new document, create one first from the main menu under Documents > Create.

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