Creating a Revision of a Policy Document

Updating a Document

You may wish to update your company policies from time to time, and the handbook solution can assist you in maintaining a trackable version history.

To create a revision of a document, select the published document from the list on the Configure Handbook view:

Once the record has opened, select the Create Revision button:

On clicking Create Revision, enter the new version number in the dialog box, then click continue:

A new document is created with the identical content from the original document, the version number is incremented by one and this new version has the status of Draft.

You can update the meta data, remove the original attachment and attach an updated version on the document:

Select Save to save any changes you have made and return to the list view.

To publish the document to the handbook, select the Draft document and then the Publish Document button:

When the new revision is finalised the status is change to Published and also the status of the original version is changed to Obsolete.

For more information on submitting a policy for review, please click here to read about submitting a policy document for review.