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Document history

What is document history?

Document history is a feature allowing users to compare to versions of the document between a specific date and time. This feature allows for monitoring the changes made to the document.


1 Accessing the document history feature

To access the document history feature, select show changes:

Selecting Show changes from START.

2 Version creation

Click on the TOOLS tab > Other options > Save version:

Save version from other options.

A pop-up will appear to complete when creating a new version (aka milestone):

Adding description to milestone.

3 Version comparison

You can compare different versions of the document (current vs past version or two existing versions of the document).

To compare two versions of the document select Show changes, then select Date range.

Comparing two versions.

Once the date range is defined click on Apply date.


4 Displaying changes when comparing two versions of a document

  • Additions are displayed in Green.

  • Deletions are displayed in Red.

  • A Blue dot shows that the content has been modified.

Illustration of blue, green and red highlights.
  • When monitoring or reviewing the changes made in the document, you can mark them as seen.

  • Click on the change balloon, then click as Mark as seen:

Mark as seen.
  • You hide or show changes marked as seen:

Hide and show changes toggle switch.
  • You may need to Open Document History navigator in the display to see this option:

Open Document History navigator icon.
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