Create a new version of a document

Introduction

Use this article when a document has been reviewed, finalized, or published and you want to continue working on a new version. Creating a new version allows you to preserve the previous version while keeping track of changes made in subsequent review cycles. This is particularly useful after receiving feedback from stakeholders, auditors, or board members, and enables easy comparison between document versions.

Summary

After following these steps, a new editable version of the document is created while the previous version remains frozen. Version history and change tracking are maintained across document versions.

Steps

1. Open the document.
2. Click the hamburger menu.
3. Select Freeze to finalize the current version.
4. Enter a version name and optionally add remarks.
5. Confirm the freeze action.
6. Open the hamburger menu again.
7. Select New Version.
8. Click the red + button to create the new version.
9. Optionally update the version label.
10. Save the changes.

Expected Result

A new version of the document is created and opened for editing, while the previous version remains frozen and unchanged.

Remarks

• Change tracking is only available for documents that use versioning. Changes are not tracked between separate document copies, only between document versions.
• For more information about comparing versions and reviewing changes, see the related article: [LINK]