Saving Documents

Before editing a document, you can decide if you’d like to create a new version or save the changes you made to the existing document.

Enter a new file name to save the edited document as a new document and click OK.

The new document will contain all the edits that you’ve made, while the original document will remain unchanged. You’ll find the new document in the Document list of your current Dynamics object.

Alternatively, leave the name as is to save the changes you made to the original document.

Next to each document that has been changed, you can find the user who made changes as well as date and time when such changes have been made.