Document Versions

The versions tab in the properties flyout displays every previously saved or uploaded version of the document and allows you to upload a new version and view or revert to previous versions. 

What Makes a Version?

A document version is created under three conditions:

• a user saves the document in an editor 
• a user uploads a new version of that document
• the OCR automatically creates a new version

Versions Tab

A document’s versions are viewed in a project’s Docs Section. Navigate to the project and click on the document section in the left side menu. Click on a document, open its properties menu, and click on the circle arrow icon to open the Versions tab. 

Versions are listed from most recent, with the current version at the top. With enhanced versions, versions are grouped by time period—today, last week, and months—so that you can more easily get an overview of the timeline of different versions.

OCR Versions

When a document is OCRed, a new version is created. With enhanced versions, the OCR version is automatically noted “Automatically created by OCR.”

Version Actions

Click on a version’s ellipsis menu to download that version, restore the document to that version, or edit the version’s name and description. 

Note

OCR-created versions can be downloaded, but cannot be restored or have their information edited.

Edit Version Info

Users can name the different versions of a document and add a descriptive note about each version, allowing to keep track of document versions easily.

Click on the vertical ellipsis next to a version and select Edit Version Info. You cannot edit the version info for versions automatically created by OCR. 

Note

Both the name field and the description field are limited to 255 characters.

In the Edit Version Info modal, adjust the version name to make it unique to this version and let you and other users know the status of the document. For example, you might call this version “Doc Name - Draft 3” or “Doc Name: SIGNED.”

By default, the version name appears for this version, but it does not affect the document’s name. If you’d like to change the version name and also rename the document, select Set as default document name. 

If you download a version of a document, the downloaded file will have the name of the version. If you restore a document to a previous version, the new version will automatically have the name of the version you restored the document to.

In the Edit Version Info modal, add a version description to help you keep track of what changes were made and why. For example, you might add “fixed a broken link” or “reviewed by all parties” as descriptions. 

Descriptions appear in the version tab under the version name.