In this article:
Update an approved document (when it is not currently under review) by adding a new version.
On the document details page, use Add new version to upload the replacement file. Document owners can publish it immediately, or send it to the Manage or Approval stage.
A new version should be added in the following situations:
- When updates are required for a document that isn't currently scheduled for review.
- Minor edits (such as formatting changes or correcting grammar and spelling) can be sent straight to the Approval stage without a further review.
Q: What if the document is already in the review workflow?
A: If your document is already in the review workflow, this details-page feature is not available. Open your current document task, choose a task option, and use its optional Add new version control instead.
Before you start
Check the following:
- You have the permission to Add documents (minimum licence type required: Action).
- The document is approved and is not currently moving through a review workflow.
Step 1: Open the document
Open the approved document you want to update.
Navigation path
Select the approved document you want to update.
Step 2: Open Add new version
On the details page, open the Add new version component.
Step 3: Choose what happens to the new version
Choose the option that matches the amount of review the document requires.
Send new version to the Manage stage: choose this to send the updated version to the Document manager for review.
Send new version to the Approval stage: choose this when the document does not require further review, such as after minor formatting, grammar, or spelling changes.
Choose the Manage or Approval stage for the new document version, then add the file or link and explain the change.
Step 4: Upload the new version
Select Choose file and select the updated document. If links are enabled on your platform, switch to Link to enter the file location instead.
In Comment, let the Document owner know why you are uploading a new version.
Step 5: Submit the new version
Review your selection, then select Submit.
If you selected Quick publish, the uploaded version immediately replaces the current published version. Otherwise, Logiqc sends the new version to the selected Manage or Approval stage.
What happens next
If you used Quick publish, the uploaded version is already current. The workflow below applies when you send the new version to the Manage or Approval stage.
The new version enters the selected stage
Logiqc sends the document to the Manage or Approval stage you selected.
The review or approval continues
The Document manager reviews the changes, or the Document owner completes the approval, depending on the stage selected.
The approved version becomes current
Once approved, the new version replaces the previous approved version in the register.