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Versions

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The Versions page enables you to view a list of all stored versions of a selected document.

Notes:

To perform a specific action on a document version, such as view or download, mark the checkbox beside the version, then click one of the following:

View displays a read-only copy of the document version in a new browser window.

Tip: To view a document version, you can also click the link to the version number.

Download saves a copy of the document version to your local machine or another specified location.

Check Out saves a copy of the document version to your local machine or another specified location and locks the document to prevent other users from making simultaneous updates to it. When a document is checked out, users can still view and download the document, but they cannot modify, delete, or check it out. This link only appears when the document is not already checked out or in review and you have the required security privilege.

Check In unlocks a checked out document version and enables you to upload an updated copy of the document, or a new document, from your local machine. This link only appears when one of the versions in the list is checked out if you have the appropriate security privilege assigned in the Project Management module.

Undo Check Out unlocks the document version and makes it available for other users to download, modify, delete, or check it out. This link only appears if you have checked out one of the document versions in the list, or if you are and Admin superuser, and if you have the appropriate security privilege assigned in the Project Management module.

Review Details enables you to view details for a document version that is under review or that has already been reviewed. This link appears enabled only if the document version is under review, or if the document review is complete.

Delete removes the document version.

Note: You cannot delete a document that is checked out, or delete the original version of a document from the Versions page. You can delete the original version by deleting the document from Document Details.

Close closes the Versions page without saving your changes and returns you to Document Details.

Field Definitions

Version
Lists the version number. Click the link to the version number to view a specific document version.
Tip: Version 1 represents the original version of the document.
Review Status
Indicates whether the document is under review. If the document is not under review, this field is blank.
Modified By
The name of the user who last updated the document version.
Modified Date
The date and time the document version was modified.
Comments
Any comments associated with the document version.

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