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.
Learn how file versioning and approvals play together and read Document Versioning & Approvals and Create & Manage File Approval Requests and Review Files.
Access & permissions
How to access Document Management
- Click Documents
- Select a project
- Click All files
- 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 Document Versioning & Approvals. 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
- Click More
- Click Upload new version
In the file details tab
- Click More
- Click File details
- Click More in the Details tab
- Click Upload new version
In the versions tab
- Click More
- Click File details
- Click Versions
- Click Upload new version
- Click Upload file (or upload from a file sharing server)
There are two ways to upload a new file version in the mobile app:
In the more menu of the files list
- Tap More
- Tap Upload New Version
- Select the file in your OS file browser
- See automatic version number e.g. V2
In the versions tab of file details
- Tap More
- Tap Versions
- Tap Upload new version
- Select the file in your OS file browser
- See automatic version number e.g. V2
- 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.
- Click More
- Click File details
- Click Versions
- Version number
- Indication of the current version
- Click More to Download a previous version
- Tap More
- Tap Versions
- Tap More
- Tap View
- Tap Download
Delete a Specific File Version
Access the version history as shown above and click More to Delete a specific version.
- Tap More
- Tap Versions
- Tap More
- Tap Delete Version
- Tap Delete
- 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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