These pages cover general tasks. For lifecycle-specific guides, visit the Quickstart Guides section in the app homepage.

Upload a New Version of a Document

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Last updated: Apr 30, 2026
Note Only Document Control, the document owner, and the QA approver of the document can create a draft from a steady state document.

Uploading a new version of a document often occurs when a steady state document reaches its periodic review on a document and the result is Needs Revision, or if a document needs to be reclassified but is already in the steady state.

To upload a new version of a document:

  1. Navigate to Document Workspace > Working Library.

    Screenshot step 1

  2. From the All Actions menu, select Create Draft.

    Image of step 1

  3. Select an upload method:

    • Copy from current version (): This option is recommended if your Vault has Collaborative Authoring enabled, as edits can be seamlessly made by multiple users.
    • Upload new version (): This option should be used when editing the document outside of Vault.

  4. Optionally, add a version description.

  5. Click Create.

    Image of steps 2-4

  6. The version number of the document is automatically assigned the next minor version, and the document is in the Draft state.

    Image of step 5

Best Practice Once a document is upversioned, revisions should be made using the Authoring/Review workflow. Each time a document is checked in, a new minor version is created.