Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Creating Version Sets are is easy and can be done from 3 different places.

From the Publication Space 

1. Select the documents you want to add to the version set.

...

2. Select the Version Set icon from the toolbar.

...

Image Added

3. The Version

...

Set creation dialog will be

...

show.

Anchor
#step
#step

Image Added

4. To create a new version set click on the Create

...

a New Version Set button.

...

Image Added

...

5. Give the Version Set a name

...

and description.

...

Image Added

6. To grant access to everyone in your company

...

, place a tick in the Everyone in my

...

Company tick box.

...

Image Added

7. To grant access to specific people (including yourself) click into the contact picker and add people.

...

Image Added

8. Click on Done to create the version set

...

.

...

From the Basket

...

1. Select the documents you want and add them to the

...

basket. (refer here for more about the basket)

2. Go into the Basket,

...

select the documents and select Add to

...

Version Set from the Tools drop down.

Image Added

3. Follow the same prompts as above. Click here. 

From the

...

Document Preview Page

Note

From this view you can only add one document at a time. 

1. Open the document into the preview page. 

2. Click the Add to Version Set icon on the bottom toolbar. 

Image Added

3. Follow the prompts as above. Click here.