Document Versioning


Each time a document is updated (edited, changed, and then updated), the system automatically creates a new version of it. All prior versions for each document are available via the Document Grid, and by clicking the expand icon .
When a prior version link is clicked, the system will then display that specific version.

Watch the Video



Should you wish to revert to the previous version:

  1. Click on the version number you wish to recover
  2. Click the Edit button on the bottom of the screen
  3. Click Save As on the File Ribbon bar menu at the top of the screen
  4. Enter a new Filename (so as not to overwrite the existing current version of the file)
  5. Click the Save As button on the bottom of the dialog.