Use Version History with 2 how-to topics, including viewing version history and managing saved versions; choose a topic from the index and follow the entry path and steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. View Version History | Free |
| 2 | 2. Manage Saved Versions | Free |
How-to Guide
1. View Version History
Entry path: File tab at the top left (☰ icon) → History → Version History
- Open a smart document.
- Click the File tab at the top left with the ☰ icon.
- Click History, then select Version History.
- Expand the version panel to review the document's saved versions.
Success Criteria
- Interface result: A version history panel appears in the side area or the related panel area.
- Next action available: You can select a saved version for preview or further management.
Tips While Using
- Open the smart document first so the related version history can load.
- If the History entry does not appear, confirm that the file is a smart document and that your network connection is working normally.
2. Manage Saved Versions
Entry path: Version History panel → More
- In the version panel, find the version you want to work with.
- Click the More button for that version.
- Choose the action you need: Preview, Rename, Restore This Version, Save As, or Delete Version.
- Complete the action by following the on-screen prompts.
Success Criteria
- Interface result: The action menu for the selected version opens successfully.
- Next action available: You can complete preview, rename, restore, save as, or delete for that version.
Tips While Using
- After you choose Restore This Version, the current document content rolls back to the selected version.
- If you want to keep the current content, use Save As first to keep a separate copy of the historical version.
- Before deleting a version, confirm that you no longer need it.