View and restore saved versions

You can view previous versions of a cap table and if needed revert to an earlier version, saving it as current in Diligent Equity. The status column on the grid indicates the current version.

View a saved cap table

  1. Select the cap table you want to review.

  2. Go to Utilities in the side navigation pane and select Versions.

    The Versions table appears. Versions that predate the current one, will be in Read only by default.

  3. Select the version you want to view.

  4. To view the selected version of the cap table, go to Holdings and select Captable.

    Selected cap table versions will be displayed in Read only mode as default, and you won't be able to make any changes.

Note

In the Status column of the Version grid you can identify the Current saved version as well as the version Currently viewed.

Restoring an old version of the cap table

You can save a previous version of the cap table as your current cap table. If you restore an old version, you will lose any of the changes that you had made after the date you have selected.

  1. In the Versions table, select the version that you want to restore.

    Check that Currently viewed status is displayed in the Status column.

  2. Select Save As current.

  3. Go to any another page in Equity, such as Permissions, to let the data sync.

  4. Go back to the Versions tab to verify the Currently viewed status is displayed on the restored version that.

    Continue working in Diligent Equity as normal, and save a record after any changes..