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What is a Version Set?

A version set is a collection of revision controlled documents at a point in time of a Project. 

Once documents are added to a version set they will always display the information about that document at the time it was added to the version set within the Version set.

Please note that the document is displayed in this manner only within the Version Set.

You are still able to supersede the document and perform other activity on the document in the Publication Space

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How to create a New Version Set

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

From the Publication Space 

  1. Select the documents you want to add the version set.
  2. From the toolbar click on the Version Set icon


  3. The Version set creation dialog will be shown to you


  4. To Create a new version set click on the Create new version Set button


  5. Give the Version Set a name
  6. Give it a description as desired.


  7. Then you can configure who has access to the Version set.
  8. To grant access to everyone in your company. Click on the Everyone in my company tickbox.


  9. To grant access to specific people (including yourself) click into the contact picker and add people.
  10. To create the version set click Done.

From the Basket

  1. Add the documents you want to the basket 
  2. From the Basket, tools drop down select Add to version Set


  3. Follow the same prompts as above

From the Details page

  1. From the Document Details toolbar click on the Add to version Set button 


  2. Follow the prompts as above

 

How to add documents to an Existing Version Set

To add documents to an existing version Select the documents you want to add

Click on the Version set button in the toolbar (see above) or Basket tools drop down (see above)

  1. Select the Version Set you would like to add the documents to from the Drop down.
  2. Then Click Done.

 

How to view my Version Sets

  1. To view a list of Version sets on your projects expand the Publication Space Menu item
  2. Click on the Version Sets option
  3. You will be shown a list of all the Version sets you have access to


To view the documents within the version set

  1. Click anywhere on the Row for the Version Set.

How to Edit a Version Set

To edit a Version set click on the Edit button

 

Make the necessary changes - You can change

  • Version Set name
  • It's description
  • Who has access to it

Click Done to save Changes

 

 

How to Delete a Version Set

To delete a version Set

  1. Click on Remove
  2. Confirm that you want to delete it

 

 

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