Manage Document Versions

Purpose/Overview

The Document Versioning feature allows users to maintain multiple versions of a document, ensuring accurate tracking of updates and historical changes. 

Navigation Path:

Accessible from any Documents list (Project/Parcel/Agreement/Customer Outreach) 

Things to Know:

• Versioning is available for all uploaded documents
• Previous versions are retained and viewable
• New versions do not overwrite older ones 

Key Benefits/Use Cases:

• Audit Trail: Maintain complete document history
• Error Recovery: Restore or reference older versions
• Change Tracking: Monitor updates over time

How It Works:

Adding a New Version

Step 1: Right-click the document

Step 2: Select Add Version

Step 3: Upload the updated document using the same steps as upload

Viewing Version History

Step 1: Right-click the document

Step 2: Select View History

Step 3: Review versions in the Document History panel

Related Features/Next Steps:

• Upload Documents (Project/Parcel/Agreement/Customer Outreach)
• Request Document Deletion

FAQ/Troubleshooting:

Q: Will adding a new version delete the old one?
A: No, all previous versions are retained.

Q: Can I view all versions of a document?
A: Yes, use the View History option.

Questions?  Contact us!