Versioning enables you to store, track, and restore documents as they are changed. To view previous versions of the document, expand Versions menu on the ribbon bar. Alternatively, you can right-click the document and select Versions from the context menu.
The Versions menu contains several main options for managing a document as Version history, Upload new version and Convert to draft/publish.
The Version histrory gives you the detailed overview of all previous versions of your documents.
Here you can see when and by whom your documents were updated.
The version marked in red means that the version of the document is physically not available, thus, you cannot operate with this version.
When selecting a version you have the following options:
| Control | Description |
|---|---|
| Edit comment | Allows you to edit the comment to the document versions created by you. |
| Show document | Opens the document in read-only mode. |
| Publish document/Convert to draft | Converts the document version either to "publish" or the "draft" one. |
| Compare | Compares the selected versions of the document. The comparison is processed using built-in Word tracking option. |
| ***TIP: | |
| -** From DocuNote Version 6.8 comparison can be done between two Word doc’s even though latest version is another format.* | |
| Roll back | Reverts back to a previous (selected) version of the document. |
| *TIP: |
Tip: From DocuNote version 7.0 the ‣ (136) “Default option in check-in dialog box” also affects the “Upload new version” dialog box. | | Delete version history | Deletes all document versions and makes the latest document version either a publish (1.0) or a draft (0.1) version. | | Send shortcut to | Sends the shortcut to the selected document version. | | Print | Sends to printer the selected version of the document. | | View workflow log | Lists the changes applied by workflow engine to selected version. | | Help | Opens the online help page. | | View document actions | Displays all actions related to the current document. | | Verify document version | Defines whether the document version is verified during the set Document flow. | | Publish as PDF | Converts document with MS Word extension into PDF format and publishes it with a major version. |
The icon next to the version means that this is a draft version of the document.
The icon next to the version means that the document has been published.
