Create a Revision Scheme

Create a new revision scheme and customize the settings for your design process.

Create a New Revision Scheme

  1. Click Tools > Administration > Vault Settings.
  2. In the Vault Settings dialog, select the Behaviors tab > Revisions.
  3. In the Category list, do one of the following:
    • Select a category to assign to the new scheme. Or, select <Base> to assign a default revision scheme to files that are not currently categorized.
    • Select <All Categories> to create the new scheme without assigning a category at this time.
  4. Click New. In the Revision Scheme Definition dialog, the default name New Revision, appears in the Definition Name box.
  5. Enter another name for the scheme in the Definition Name box.
  6. Enter a description of the scheme in the Description box.
  7. If the scheme was assigned a category in the previous dialog, that category appears in the Category list. Select one or more categories to assign the new revision scheme to.
  8. Do one of the following:
    • Click OK to accept the default scheme format shown on the Preview tab, and close the dialog.
    • Click New to define a new revision scheme format.
    • Click Copy to copy a revision scheme format from another revision scheme. 

Create a New Revision Scheme Format

  1. Select the Scheme Format tab and click New.
  2. In the List Scheme Format dialog, enter a name in the Scheme Format Name box.
  3. Click Add to add a row for a scheme value, and then enter the value in the row.
  4. Optionally, re-prioritize values by selecting a value and clicking the move up arrow or move down arrow.
  5. Optionally, select a value that is not checked to assign it as the default, and then click Set as Default.
  6. Click OK.