Option Menu: Version Documents

This section describes the Option Menu for Version Documents.

Open this menu by clicking on the kebab menu (3 dots) beside the Version Document.

NOTE: This section offers high-level descriptions. For more in-depth explanations, please refer to the appropriate parts of the manual.

When the Version Document has no Workflow

When the Version Document does have a Workflow, the Workflow sub-menu items are different.

  • Workflow > Assign Workflow from Template: Assign a chosen Workflow Template to the selected Version Documents that do not already have Workflows. This will not affect selected Version Documents with Workflows.
  • Workflow > Assign empty Workflow: Assign a blank Workflow to the selected Version Documents that do not already have Workflows. This will not affect selected Version Documents with Workflows.
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