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Document versioning

Locate the workspace and the folder with the document you would like to manage with versioning.

Files versioning is only possible with files of the same doc type. (PDF file versions must be PDFs, etc.)

  1. Click on the DETAILS action in the three dots menu in the folder line you want to edit.

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  1. In the document details panel, click on the HISTORY tab.

  2. To upload a new version, click on the NEW VERSION button.

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  1. Drag & Drop or browse to select a new version to upload.

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  1. Enter a brief summary of changes, explaining differences or justification of changes.

  2. Select the type of version (MINOR or MAJOR).

  3. Press the SAVE button.

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  1. Review version type and summary of changes.

You will not be able to modify this information after the upload is complete)

  1. If you need to make changes, press the BACK button.

  2. If everything is correct, press the CONFIRM button, to finish uploading the new version.

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