Intelligent Document Processing
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  • Check-in and Check-out a Document
  • View Revision History
  1. IDP User
  2. Document Management

Version Control

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Last updated 7 months ago

A revision is an updated or modified version of a document after its initial upload. Revisions help keep track of changes, supporting collaboration and version control within the document management system. Each time a document is checked out and checked in, a new revision is created.

Check-in and Check-out a Document

Follow these steps to create a revision of your document:

  1. Click on a document to view it.

  2. Click the Document Actions menu and select Check out. This step locks the file for editing and prevents simultaneous changes by other users.

  3. When you are ready to upload the new version, access the Document Actions menu again and select Check in.

  4. Upload a new version of the document.

  5. Click Close to check in the new file as a revision.

View Revision History

Follow these steps to view a document's revision history:

  1. From the Document Actions menu, select Revisions to view a list of all the previous versions of the document. The Revisions option appears only if multiple document versions exist.

  2. Select one of the available revisions to open it in a new tab. This allows you to review changes, compare different versions, and ensure you are working with the correct file.

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