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Document versions: make changes without losing the history

A name like “definitive_ultimate” does not make it clear which revision is valid. Version management allows you to update a document while maintaining a searchable path of previous changes and content.

Update with a new version

  1. Open the same folder as the existing document and choose a file with the same name.
  2. Start uploading: the system displays the found document and offers Upload as new version or Cancel.
  3. Check the name and only confirm if you want to update that document. Before confirmation the content is not replaced.
  4. After confirmation, check the current content and history. The document reference remains the same; permissions, tags, calendar and workflow are preserved.

History, history download and restore

  1. Select the document and open History in detail.
  2. Distinguish Previous version available from Historical event without archive. Not all events have a copy of the file.
  3. To compare a version, download it from the link for that line and check the contents before taking action.
  4. If authorized, use Restore and subsequent confirmation. Then check the current file and updated history.

Putting this into practice

When you receive a revision, open the corrected document and check the current version before updating. After saving, check the history and re-read the result.

Learn more about AirDoc.

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