Is there any reference that I can use that will tell me how a Word (or Excel) doc should act in Laserfiche?

Use case is that I have versioned Word and Excel docs that require update, I am copying them from the versioned folder to a non-versioned folder where users can update them and approvers can review them. (Docs are set to track changes, owners update them saving as new doc and overwriting document.)

Once reviewed, the document content and metadata need to be saved as a new version of the document in the versioned folder. (Track changes is set to accept changes and stop tracking, review dates are changed in the Laserfiche metadata tab, doc is saved as new doc and overwritten one more time in the non-versioned folder.) 

With document still open user does a Save to Laserfiche, save as new document and chooses the versioned folder/document name, then chooses save and selects save as new version.  The result is that I get a new version of the document, the document content has been updated, but the template changes do not show up in the new version.

What is best way to handle updates to versioned Word/Excel docs in Laserfiche so that you don't have to increase the document by two versions every time you want to update content AND metadata on the document?

Still version 10.2.0