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:

  • 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.

  • Revision History: 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:

  1. Navigate to Finding and managing documents.

  2. From the document, select the Document detail tab.

  3. Select Document info icon (a horizontal ellipsis), and expand Version history.

  4. Select the ellipsis icon of current version or other other revised versions to:

    • Download the selected revision as Word or PDF format.

    • Compare others version with the current version.

  5. Expand General Info to view all document information in a single side panel.

  6. Select the Tree View icon to display the document’s sections in a hierarchical tree.

Compare document history

You can compare document history to see the variances between versions and revisions.

  1. Navigate to Finding and managing documents.

  2. From the document, select the History Viewer tab.

  1. On the far right, select History Comparison to compare versions.

  2. You can select Versions Only to compare published versions or deselect Versions Only to view revisions and versions.

  3. 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.