Uploading a new document version
If you have downloaded a document from Objective
When you upload a new version of a document, it’s first locked to you and then released. If any errors occur during upload of the new version, then the document isn’t released and it remains in the edit state until you manually release it and/or correct the error.
- In Objective
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Select
for the document listed on the Content pane then .Or select
in the top right of the Summary section of the document’s Details page, then .Tip: Drag a new document version from your local drive and drop it onto the document’s card in the Content pane or on the Summary section of its Details page to open the Upload new version dialog box.
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Drag-and-drop the document version from your local device into the drop zone of the Upload new version dialog box.
Or select in the drop zone to select the document version from your local device.
- You can optionally enter a reason for uploading the new version on the Upload new version dialog box.
- If the new document version has a different name to the existing document version, tick the The selected document name is different. Is this correct? checkbox.
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Set your publishing options.
- To release the new document version as a published version, tick the Immediately publish checkbox.
- To identify the version as a record in your organisation, tick the Set corporate value checkbox.
If you do not choose a publishing option, the new document version is added to Objective
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Select .
When the document is successfully uploaded, a confirmation message displays.
Select (Cancel) on the Upload new version dialog box if you want to cancel the upload of the new document version.