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Document Versions in Project Wise A useful feature of Project Wise is version control of documents. A version is a read only snapshot of a document. Maintaining the history of a document as edits

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Here are the steps you need to follow to get started with our professional PDF editor:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.

3

Edit document versions in projectwise. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.

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How to fill out document versions in projectwise

How to fill out document versions in Projectwise:

01

Login to Projectwise and navigate to the desired project folder.

02

Find the document that you need to create a version for and select it.

03

In the toolbar, click on the "Versions" button.

04

A dialog box will appear where you can enter the details of the new version. Fill out the required information such as version number, description, and any other relevant metadata.

05

Once you have filled out the necessary fields, click on the "OK" button to create the new version.

06

The document will now have a new version with the updated information.

Who needs document versions in Projectwise:

01

Project Managers: Document versions are important for project managers as they allow them to track changes and revisions made to a document throughout the project lifecycle. This helps in maintaining a record of the project progress and ensures that everyone is working on the latest version of the document.

02

Team Members: Team members involved in a project need document versions to collaborate effectively. By having a clear versioning system, team members can easily identify the most recent version of a document and avoid working on outdated versions. This improves overall productivity and reduces confusion among team members.

03

Auditors and Compliance Officers: Document versions are crucial for audits and compliance purposes. When dealing with sensitive information or regulated industries, it is essential to maintain a complete history of document versions to demonstrate compliance with standards and regulations. Document versions provide a transparent record of any changes made to the document, making it easier to investigate and track any modifications.

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What is document versions in projectwise?

Document versions in ProjectWise refer to the different iterations or updates of a document that are saved in the system.

Who is required to file document versions in projectwise?

Users with appropriate permissions and access to the ProjectWise system are required to file document versions.

How to fill out document versions in projectwise?

Document versions can be filled out by uploading a new version of the document and providing necessary information or updates.

What is the purpose of document versions in projectwise?

The purpose of document versions in ProjectWise is to track changes, revisions, and updates made to a document over time.

What information must be reported on document versions in projectwise?

Information such as version number, date of update, author of changes, and summary of revisions must be reported on document versions.

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