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How to upload a new version and change status

Upload replacement files, open previous versions, and activate, supersede, or archive document versions.

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Written by Darragh Jones

Documents keep every file you upload. This article covers uploading a replacement, opening files, and changing a version's status.

Upload a new version

  1. Open the document from Standards > Documents.

  2. On the Current document card, choose Upload new version, or drop a file (overlay: Drop to upload a new version).

  3. Confirm with Upload new version, or Choose another file / Cancel.

  4. When asked Activate the new version?, choose Activate or Keep as draft.

Same file rules as the first upload: PDF, Word, spreadsheets and images, up to 50 MB. Verification may run again — see How AI verification works when you upload.

Open and preview

  • On the Current document card: Open file, and a version selector when more than one version exists.

  • In the Versions table: View opens that version's file.

The versions table columns are Ver., Name, Upload date, Status and Actions. If there are no versions yet: Upload a file to create the first version.

Change status

On a version row, open Change status. Depending on the current status you may see:

  • Activate — make this version Current.

  • Mark superseded — mark it as replaced without archiving.

  • Archive — retire the version. Archived versions stay on the record but are no longer live.

You can't reverse an archive from this menu — plan before archiving. Meaning of each status is in Document statuses explained.

Edit metadata without a new file

Use Edit metadata to change area, type, review due date, owner, scope, tags and (admins) visibility without uploading. That does not create a new version.

Deleting a document

Admins and auditors can choose Delete document. Confirm carefully — deletion is permanent. Required FSMS placeholders may ask you to Mark as not required and delete instead of a plain delete.

Archiving a version is softer than deleting the whole document: prefer Change status > Archive when you only need to retire a file.

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