In the opened dialog box (fig. 2) upload the required file from the PC or the scanner using the Load File or Scan buttons. If necessary, check the Mark as Current box. To save changes, click Save.
Fig. 2. "Create a new version"
Load File – attach a file from the PC as the new document version.
Scan– attach a scanned document as the new version.
Add Template - generate the document version by a template. This button is available, only if at least one template is created for this document type in the web application (fig. 3)
Fig. 3. "Add Template" button
Mark as Current – when this box is checked, the created version will acquire the "Current" status. The previous version with the "Current" status will become "Outdated".
Whether the "Load File", "Scan" and "Add Template" buttons will be displayed, depends on the document type settings.
Adding a new document version with Drag-n-Drop
In ELMA you can create document versions using Drag-n-Drop (fig. 4), i.e. by dragging a file from the file manager of your operating system to the page of an ELMA document.
Fig. 4. Adding a document version with Drag-n-Drop
To create a document version with Drag-n-Drop, open the file manager on your computer and the page of the document in ELMA, to which you need to add a version. In the file manager select the required file and drag it to the document page in ELMA (fig. 4).
After you have dragged the file, the system will suggest making the new document version the current version. In the opened window (fig. 5) check the box next to the version and click Make Current.
Fig. 5. Making the document version current
If you click Close, the added version will receive the Draft status. If you add several versions at the same time, you can check the box next to the required version to make it current.
Changing Document Version
When you change a document version, the previous version file is replaced with the new one. In this case, the previous version is not saved and its file is not available. If you need to store all the changes, use the add new version feature.
To replace a document version, click Change Version in the context menu of the required version on the Versions tab (fig. 6).
Fig. 6. Document page. "Versions" tab. Context menu
In the opened dialog box (fig. 7) attach the required file from the local computer, scanner or generate a file by the template with the Load File, Scan or Add Template buttons. To save changes, click Save.
