Viewing a document's history
The system keeps a record of every document change, who made the change, and the date and time of the change. You can also compare documents.
The system automatically tracks document versions and revisions:
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Version: A document version includes all revisions made up to when the document is published. When a review cycle is launched, a new version is assigned by the system. For example, Version 2.0.
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Revision: A document revision is a snapshot of the document at the point it was saved, for example, Revision 2.0.29 is the 29th revision to version 2.0.
Steps to view document history:
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Access the document. See Finding and managing documents .
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From the document, select the History Viewer tab.
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Under the Version, select Revision History then the revision number to see the actions you can take. As needed, select:
- Send a chat.
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Send an email.
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Show or hide redlined differences from the last revision.
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Download the selected revision in Word or PDF format.
Compare document history
You can compare document history to see the variances between versions and revisions.
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Access the document. See Finding and managing documents .
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From the document, select the History Viewer tab.
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On the far right, select History Comparison to compare versions.
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You can select Versions Only to compare published versions or deselect Versions Only to view revisions and versions.
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Select the two documents you want to compare then select the Compare button. Redline content shows what was added or deleted to arrive at the latest rewrite you selected.