One of the most frequently asked questions I receive from Mac Users is how to create a new version of a document. On a Windows machine, you can do a Save As in Word, and NetDocuments will prompt you to create a new version. Since there is no ndOffice for Mac, that option does not exist. So, if I am in Word 2016 on my Mac and click Save, the document is sent back up to NetDocuments, overwriting the previous versions.
There is a way to do this on your Mac, and it’s very easy to accomplish.
Step 1. Customize your Right-Click Menu
Right-click on any document in NetDocuments and choose Customize Menu at the very bottom.
Add “Check out as a new version” and “Check in as a new version” to your right-click menu. This will save you several Mouse Clicks.
Option 1: Right-click on a Document and choose Check out as a new version.
When you save the document and check it back in, it will be a new version.
Option 2: Open a document, usually, and when finished, close it and use Check in as a new version
This is my favorite option because NetDocuments will prompt you to add comments about your newly edited version.