Create a Version Set

Creating Version Sets 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.

3. The Version Set creation dialog will be show. 

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

5. Give the Version Set a name and description.

6. To grant access to everyone in your company, place a tick in the Everyone in my Company tick box.

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

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.

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

From the Document Preview Page

1. Open the document into the preview page. 

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

3. Follow the prompts as above. Click here.

Add Additional Documents to an Existing Version Set

Once a Version Set has been created you can add extra documents to it:

1. Select the documents you want to add.

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

3. Select the Version Set you would like to add the documents to from the Drop down.

4. Click Done.