PeopleTray allows you to manage document version control, ensuring that users are always working with the latest version of a document.
Steps to Add a New Version to an Existing Document
- Log in as a Workgroup Editor, Administrator, or System Administrator.
- Navigate to the Document Library.
- Right-click on the document you wish to update with a new version.
- From the document menu, click 'Manage Versions'.
- Click 'Add New Version'.
- Select the new file you would like to upload, ensuring that the filename matches the Document Name in the Document Library.
- Click the 'OK' button to upload the new version.
Important Notes:
- Filename Matching: Ensure that the filename of the new version matches the existing document's name to maintain consistency within the Document Library.
- Version Control: This process will add a new version of the document, allowing users to access the most current version when working with the document.