Each time a Document is edited and saved using one of the annotation tools (Stamp, Redact, Highlight, Add Text), a new incremental version of the Document will be created and saved. The current version number is shown on the "Version" button along with the reason for the version update.
To open a previous version of a Document, click on the "Version" button to see the drop-down menu. The ability to view and/or download previous Document versions may be restricted based on the permissions set for your assigned Role.
Please contact your Team Administrator if you can't view an earlier version of a Document and feel you should have access.
To upload a new version of a Document, click on the "Version" button to access the drop-down menu and click on "Upload a New Version." Use the drag/drop or browse functions to add the new version of the Document. Make sure to check or uncheck the box labeled "Clear Expiration Date" to indicate whether the new version should retain the existing expiration date or if it should be cleared.
After uploading a new version, you can rename the Document to match your Team's naming convention standards. In the "Document Details" section on the left side of the screen, click on "Rename" and type the new name.
All uploads and renames will be reflected in the Audit Trail for the Document.