Document versioning & version control

How to set and track document version on your Conformio account

Step 1 – Accessing project Files section

Please access the project where the file you want to work on is uploaded and navigate to the Files tab.

Step 2 – Opening a file from the project Files list

Once you are on the project Files list, you can navigate to the file you need and click on it. Conformio will open the file preview.

Step 3 – Setting document version from file preview

Once you are on the file preview, activate the “Edit online” option. Once you have made changes to the document, please turn the “Change the revision when you apply settings” option to “On.” After that, you can write the document version in the “Document revision” field. You can even write a short note about the nature of your changes for the next person who will handle the document.

When you are all set, don’t forget to save your changes by clicking “Apply settings.”

Step 5 – Accessing previous document versions from the Files list

Once you have applied the changes to your document, you can exit the document and return to the Files list. Please navigate to the document for which you want to find previous versions and click the right mouse button. From the drop-down menu, select the option: “Previous versions.”

 Step 6 – Tracking document version and reverting back to previous versions

Once on the version history page, you can preview earlier versions of the document or make them current.