Create a New Revision

To create a new revision of the selected document select “New Revision” in the top right corner.

This is button is only visible when viewing the live version of the document. It is not possible to have more than one of the same document with the draft or unapproved status.

After confirming, a draft version of the document will be created and the wizard will open where you can edit the document. This does not affect the live version, which you can still go back to via the revision history.

After generating the new revision, the document will have the “unapproved” status and you can select the approvers from your team by clicking the approval button. Only after the revsions final approval the document will be updated to the “live” status and the former live version will be archived.

Some revisions may cause a dependency warning. This means that the content of the revised document directly impacts other documents which should be updated and re-approved.

View Revision History

To view the version history of the selected document click on the drop down menu located right above the headline of the document.

Revision Summary

The revision summary of each approved revision is found by clicking on the “Approval” button in the top right corner or by scrolling down to the revision history section at the bottom of the document.

Revision Workflow

The document revision process follows this workflow:

  1. Live Document: The currently approved version
  2. Draft Creation: Creating a new draft for editing
  3. Edit Phase: Making necessary changes to the document
  4. Unapproved: After generating the new revision, the document will have the “unapproved” status
  5. Approval: Select approvers from your team by clicking the approval button
  6. Live Status: Only after the revision’s final approval will the new document be updated to the “live” status
  7. Archive: The former live version will be automatically archived

Use the revision history feature to compare changes between different versions or to refer back to previously approved documentation if needed.