TRIM / RM Tip: Automate Version Numbers

TRIM and RM provide the option to use automated version numbers when creating a new version of a record. This is activated in the properties of the Record Type. This will enable end users to create a New Version of a document, with the record inheriting the original record number with [V1] ([V2], [V3] …) displayed at the end. This is useful for end users when updating published policies and procedures. The end user can then easily navigate to previous versions or the latest version.

To activate version numbering visit the “Numbering” tab. Check the box at the bottom of the pane.

TRIM tip

 

 

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