Documents: Replace or create a new version of a document from a template

If you want to create a new document from a template, either because the template has been updated to a new version or you have changed your business processes, you have two options. 

Option 1 - Create a new document from our templates and update the old document to 'Obsolete'.

Option 2 - Create a new document from our templates and replace the old document.

Option 1: Create a new document and update the old document to 'Obsolete'

Step 1 - Create the new document from our template

If you are creating a document directly under the tab you want it to sit under, rather than from one of our checklists, navigate to that tab and create the relevant document. 

Articles that may assist you, depending on what you are wanting to create: 

• Company HR Documents - How to Create a New Policy
• WHS Tab: Our WHS Documents

Step 2 - Update the status of the old document

1. Navigate to the tab where the old document is located. 
2. Click on the name of the document to access the Document Information. 

3. Navigate down to the 'Details' section and next to 'Status' click on the 'Edit' button

   

4. Update the Status to 'Obsolete' and click on 'Change Status

Option 2: Create a new document and replace the old document

Step 1 - Create the new document from our template. 

If you are creating a document directly under the tab you want it to sit under, rather than from one of our checklists, navigate to that tab and create the relevant document. 

Articles that may assist you, depending on what you are wanting to create: 

• Company HR Documents - How to Create a New Policy
• WHS Tab: Our WHS Documents

Step 2 - Download the new document to your computer

1. Once you have completed the Q&A process to create the document, select 'Next' to finalise the document. 
2. Select 'Download Document' (You can also get here from clicking on the name of the document)

Step 3 - Navigate to the old version of the document that you want to replace

1. Navigate to the tab where the old document is located. 
2. Click on the name of the document to access the Document Information. 

3. Click on 'Upload a new version'

   

4. Click on 'Select file' and choose the new document from where you downloaded it to your computer
5. Click on 'Upload' 
6. If you want to add an Expiry Date to receive an alert to review the document, navigate down to 'Expiry Dates and Alerts and click 'Edit'

Step 4 - Navigate back to the new version of the document that you created, to delete the copy that is not linked to your version control 

1. Click on the name of the new template that you created in Step 1 (make sure it's not the old document you have just uploaded the new version against to maintain version control)
2. Under 'Document Information', select 'Delete this Document'