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How to Manage Document Versions

Administrators can set up and manage document versions by performing the following steps:

1. Identify who can edit published documents and create Rework-Draft versions. The role being used for a particular contact record controls editing privileges.
2. Define an approval process template that groups tasks or steps to complete during the document lifecycle. By default, a built-in approval process template allows users to create documents.
3. Determine whether to use the document approval process. Analysts who are permitted to bypass the approval process can identify which tasks they want to start with when they create a Rework-Draft version.
4. Create archive and purge rules for document version maintenance.