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How to Create a New File Version?

How to Create a New File Version?

In this section, we will guide you through creating new version for attachements on your record page where the docuWeaver is dragged and dropped.

Steps to create a new file version

There are two ways you can create new version of file.

Approach 1: Use Upload Button

  1. Navigate to record page on whose attachement you wish to add version on.

  2. Look for docuWeaver lightning component dragged and dropped earlier on the record page.

  3. Click on Row Action of the attachment you wish to add version.

    Upload Versions.png
  4. Click on the Upload button to upload new file version.

Approach 2: Using Versions Button

  1. Navigate to record page on whose attachement you wish to add version on.

  2. Look for docuWeaver lightning component dragged and dropped earlier on the record page.

  3. Click on Row Action of the attachment you wish to add version.

  1. From the Row Actions, select the Versions action to add a new version for the selected attachment.

    Versions.png
  2. Click on the Add Version button to add the new file version.

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