You are here: Help Topics > Setup > Document management > Specify document versions

Specify document versions

Version numbers help you track modifications to your documents and can be used to verify whether your copy of the document is up-to-date. When you create a document, the first version number is set to 1.00 by default. The minor version number (latter two digits) increments by 0.01 each time you save the document.

You can copy, reset or increment the version numbers of your documents when performing actions such as copying a template or performing a year end close.

To specify document versions:

On the ribbon, click Document | Settings.
In the Document Settings dialog, click the Version Information tab.

Complete the options as required.

Option	Description
Action to be taken during copy template	Select how to display the document version after copying a template into a new file. Copy version number: Retains the same version number in the newly copied document. Reset version number to 1.00: Resets the version number in the newly copied document to 1.00. Increment major version part and reset minor version part: Increments the first digit and resets the latter digits in the version number. For example, if the version number in the current document is 1.09, the newly copied document will have a version number of 2.00.
Action to be taken during roll forward	Select how to display the document version after performing a year end close on the file. Copy version number: Retains the same version number in the next year file. Reset version number to 1.00: Resets the version number in the next year file to 1.00. Increment major version part and reset minor version part: Increments the first digit and resets the latter digits in the version number. For example, if the version number in the current year document is 1.09, the next year document will have a version number of 2.00.

Option

Description

Action to be taken during copy template

Select how to display the document version after copying a template into a new file.

Copy version number: Retains the same version number in the newly copied document.
Reset version number to 1.00: Resets the version number in the newly copied document to 1.00.
Increment major version part and reset minor version part: Increments the first digit and resets the latter digits in the version number. For example, if the version number in the current document is 1.09, the newly copied document will have a version number of 2.00.

Action to be taken during roll forward

Select how to display the document version after performing a year end close on the file.

Copy version number: Retains the same version number in the next year file.
Reset version number to 1.00: Resets the version number in the next year file to 1.00.
Increment major version part and reset minor version part: Increments the first digit and resets the latter digits in the version number. For example, if the version number in the current year document is 1.09, the next year document will have a version number of 2.00.

Click OK.

The document version is specified.

Specify document versions

Cookie Notice