1
Find the document
Go to the person’s profile and open the Support document tab. Find the document you want to update, then click the upload icon on its row.
Livy · How-to guide
Upload a new version of a document
When something in a document changes (an updated risk assessment, an annual review, a medication change), upload the new version rather than starting a new document. Everything stays in one place and the history is kept.
Use this when
The same document has changed and you want the latest version to replace the old one, keeping everything together.
Don’t use this for
A genuinely different document. If it’s a new kind of record, add it as a new document instead.
Part one
Upload the new version
2
Click Change
The Update Document box opens. Click Change to choose a new file from your computer.
3
Choose the new file
Find your updated file in the file explorer and open it.
Remember: the file needs to be a PDF
4
Add a change description, then Update
Write a short note about what’s new or different in this version, for example ‘Updated after annual review’. Check it’s the right file, then click Update.
Part two
What happens next
The current version is always clear
The green Current tag shows the latest version
When you open the document, the version history runs down the left-hand side. The green Current tag marks the latest version. Once you upload a new version, support colleagues only see the current one.
Nothing is lost
Older versions are still kept
Earlier versions stay in the history and can still be opened and viewed, so there’s always a record of what changed and when.
Comments stay put
Comments stay with their version
Any comments left on a version stay with that version. They don’t move across to the new one, so each version keeps its own record of observations.
!One to remember
Don’t use Delete to remove a version
Delete does not remove a single version. Pressing Delete removes the document and every version of it. There’s no way to delete just one version, so leave the history in place.
