Copying a document as a new version

You can create a new document version by selecting Copy as new version from the right-click context menu for a document or its version(s) that already exists in iManage Work

  1. Select a document from the center panel.

  2. Right-click and then select Copy as new version.
    or
    From the kebab menu images/download/thumbnails/74458413/2.png , select Copy as new version. The Copy as new version dialog appears.

    NOTE:

    If a newer version of the document is available when you select Copy as new version from the list/grid view , you are prompted to use the newer version if you have access to it and the document is not checked out or locked.


    Figure: Copy as new version
    images/download/attachments/103564079/Sep_2021_rel%2C_Copy_as_new_version_.gif

  3. If required, you can edit the metadata and security for the new document version being created, else you can continue using the available metadata.

  4. Select Create New Version. A progress dialog box appears.

    Figure: Progress dialog box
    images/download/attachments/173909866/image2021-7-22_12-20-2.png

    Select See properties in the progress dialog box to view the properties of the newly created document version.