Work with Document Versions

Use document versioning to save a separate version of a document each time you check it in. To use document versioning, the document must be enabled for versioning.

Use the Document Versions page to open and copy previous document versions. To view this page, open the Knowledge Store, and choose Versions from the document’s Actions menu.

The steps for opening and copying document versions from a Document Manager page are similar to the steps described in this section.

Open Previous Document Versions

Though you cannot make changes to a previous version of a document, you can open and view it.

To open to a previously-saved version of a document

  1. Select Knowledge Store from the Organization menu.

    The Knowledge Store page appears.

  2. Choose Versions from the document’s Actions menu.

    The Document Versions page appears and lists all the versions of the document.

  3. Choose Open from the document version’s Actions menu.

    The File Download window appears.

  4. Click Open.

Copy a Document Version to a Different Folder

You can copy a specific version of a document to a different folder. If you do this, you may need to revise the document’s permissions after copying it.

To copy a version of a document to a different folder

  1. Select Knowledge Store from the Organization menu.

    The Knowledge Store page appears.

  2. Choose Versions from the document’s Actions menu.

    The Document Versions page appears and lists all the versions of the document.

  3. Choose Copy from the document version’s Actions menu.

    The Documents: Copy Document page appears.

  4. Select the folder to which you want to copy the document, and click Copy.

    The Knowledge Store page appears.