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Create & Manage File Versions

Tobias Patek
  • Updated

Overview

Ensure your team is always working off the latest version. Upload new versions of documents and see version history, to track all changes and updates throughout your project.

Read more about file versions in Document Management > Document Versioning.

Access & Permissions

Only Enterprise accounts created after February 2022 are eligible for Document Versioning.
If you have an older Enterprise account contact us to upgrade your account.

To create and manage file versions you need an in-house user with the role permission for Edit in Document Management. Read more in Permissions.

How to access Document Management

  1. Click Documents
  2. Select a project
  3. Click All files

  1. Tap Documents in the main menu

Upload a New File Version

Each file in Document Management can have multiple versions. There is no restriction on file types between different versions (i.e. it is possible to upload a Word file and then update the file with a PDF file).

When using approvals, a new version has to be approved in order to become the new current version as defined in Approvals > Approvals and Current Version. This way it is possible to upload a new version while the team can still work with the latest approved version without getting distracted.

There are three ways to upload a new file version in the Webapp:

In the more menu of the files list

  1. Click More
  2. Click Upload new version

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In the file details tab

  1. Click More
  2. Click File details
  3. Click More in the Details tab
  4. Click Upload new version

In the versions tab

  1. Click More
  2. Click File details
  3. Click Versions
  4. Click Upload new version
  5. Click Upload file (or upload from a file sharing server)

mceclip9.png

There are two ways to upload a new file version in the mobile app:

In the more menu of the files list

  1. Tap More
  2. Tap Upload New Version
  3. Select the file in your OS file browser
  4. See automatic version number e.g. V2

In the versions tab of file details

  1. Tap More

     
  2. Tap Versions

     
  3. Tap Upload new version

     
  4. Select the file in your OS file browser
  5. See automatic version number e.g. V2
  6. See indication of Current version

View and Download Previous File Versions

Access the full version history to view or download previous versions of a file.

  1. Click More
  2. Click File details
  3. Click Versions
  4. Version number
  5. Indication of the current version
  6. Click More to Download a previous version

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  1. Tap More

     
  2. Tap Versions

     
  3. Tap More
  4. Tap View
  5. Tap Download

Delete a Specific File Version

Access the version history as shown above and click More to Delete a specific version.

  1. Tap More

     
  2. Tap Versions

     
  3. Tap More
  4. Tap Delete Version
  5. Tap Delete
  6. See entry of deleted version

It’s not possible to delete the “current version” and it’s not possible to delete a version which is pending approval.

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