Final answer:
To save a Credit Memo version, ensure track changes is off, use the Reviewing Pane to manage edits, remove all comments, check for red text, and then save the document in the Document Manager.
Step-by-step explanation:
To save a Credit Memo version to Document Manager, you must perform specific steps in the document editing software you're using. Before saving a version, it's essential to ensure that track changes is turned off so that your document doesn't record every edit as a separate revision. You can do this from the tools ribbon. If revisions have been made, the Reviewing Pane will help you navigate through each change, whether they need to be accepted or rejected. By clicking on each revision in the pane, you can manage these edits individually or in bulk.
Once all revisions have been addressed and accepted or rejected, you should remove any remaining comments from the document. Check the document for any red text or comments in the margin to ensure that the final version is clean. Lastly, do not forget to save your document to retain all the changes you've made. This will also update the document version in the Document Manager.To save a Credit Memo version to Document Manager, you need to follow these steps:Click on the 'Save Template' option.Navigate to a 'Narrative' section.Find and click on a 'Relationship'.Finally, click 'Save Version' in the top-right corner of the Credit Memo.By following these steps, you will be able to save a Credit Memo version to the Document Manager.