Draft versioning

Prerequisite: Versioning must be permitted in the WorkZone Configurator settings.
Important: Versioning only applies to draft documents – specifically documents with the state UÅ (Draft) or UP (Personal draft).

Enable or disable versioning

When working with documents, you can enable or disable versioning functionality for the selected document, disregarding default configuration of the draft versioning.

Note:

  • You cannot enable or disable versioning for the locked documents.
  • Your administrator can limit the maximum number of versions.

Enable versioning

  1. Open a document for which you want to enable versioning.
  2. Optional: For a new document, click Save on Case.
  3. Click File> Cases & Documents > Manage Versions > Enable versioning.

Disable versioning

  1. Open a document for which you want to disable versioning.
  2. Optional: For a new document, click Save on Case.
  3. Click File > Cases & Documents > Manage Versions > Disable versioning.

Open a previous version

You can view a list of previous versions of the Word, Excel, or PowerPoint document draft you are currently working with, and open any of its previous versions.

Note: Previous versions will open as read-only and with the Registration Pane disabled.
  1. Open a document whose versions you want to view or open.
  2. Click File > Cases & Documents. A list of previous versions is displayed under Versions.
  3. Click the version that you want to open. The selected version will be opened in the read-only mode and with the Registration Pane disabled.
    4. Tip: When the document has more than 10 versions, use buttons Show newer and Show previous to navigate between the versions.

Compare two versions

You can compare any previous version of the Word document draft with the latest version of this document.

  1. Select a document whose versions you want to compare.
  2. Click File > Cases & Documents.
    A list of previous versions is displayed under Versions.
  3. Click the previous version that you want to compare with a current version.
  4. Click Compare in the information bar at the top of the document.
    A standard Microsoft compare window with the latest version of this document opens right next to the selected version. All changes between the selected document version and the latest version are highlighted.

Restore the previous version

You can restore any previous version of the Word, Excel, or PowerPoint document draft as the latest version of this document.

Note: You cannot restore previous versions for the locked documents.
  1. Select a document whose version you want to restore.
  2. Click File > Cases & Documents. A list of previous versions is displayed in the Versions section.
  3. Click the previous version that you want to restore to current version.
  4. Click Restore in the information bar at the top of the document. A new editable Word, Excel, or PowerPoint document opens with the contents of the restored version automatically inserted to it and the Registration Pane enabled. This new document becomes the latest version of this document.

Delete previous versions

You can delete all previous versions of the selected Word, Excel, or PowerPoint document.

  1. Select a document for which you want to delete all previous versions.
  2. Click File > Cases & Documents.
  3. Click the Delete all previous versions button in the Manage Versions section.
    All previous versions of this document are deleted.