Uploading a New Document Version

The action, Upload New Version, is available in the Document Record page for IQ users who have been granted access to Security Lock #231. This action allows those users to replace an existing IQ document with a totally new document while retaining the continuity of the documents. This can occur when the final version of a document needs to be stored in a different file format than the prior versions. For example, the existing document was created in Word (.doc or .docx) and is then saved as a PDF for external distribution.

How to upload a new document version:

  1. Search for the document you want to upload a new version of.

  2. Click the letter name link to go to the Document record page.

  3. Select the Upload New Version action. IQ displays the Upload New Version dialog.

  4. Click the Browse button and select the new version of the document.

  5. Click the Upload New Version button. IQ creates a new version of the document using the contents of the uploaded file. The document name, parent ID, staff assignment and code information is carried over into the new version of the document. The previous version(s) are made inactive.