Modifier les révisions dans l’outil de gestion de documents

In the Document Management tool, the Revision field is an editable and flexible way to track document revisions, while the Version field provides a more reliable historical record of a document’s evolution since it is not editable. However, you can re-order document versions to change which file appears for users when their 'Latest Version' toggle is enabled by them or a Saved View filter.

This tutorial explains how to view and modify attributes of versions and their order.

• Required User Permissions:

  • 'Standard' or 'Admin' level permissions to the Document Management tool with the 'Edit Attributes' document permission enabled.
    Note: You can only edit revisions for documents that you have access to. See How do permissions work in the Document Management tool?

1. Navigate to the project's Document Management tool.

2. Make sure you are in the Documents tab.

3. Click See All in the 'Version' or 'Revision' column next to the document that needs edits.

4. The following actions are available in the Versions panel:

   • Edit Attributes

   • Reorder Versions

Edit Attributes

1. Click into the field that you want to edit and change the value. Editable fields include:

   • Revision: Edit the revision number or letter.

   • Status: Select a different status for the version.

   • Date Authored: Click to edit the date that the version was authored.

2. Click Save.

Reorder Versions

1. Hover over the grip icon for the version that you want to move.
   

2. Click and drag the version up or down to reorder, and release to drop the version in its new place.
   This automatically updates the order of the versions. The version on top of the list will show '(Latest in Collection)' after the version number to indicate that it is the most current version that fits the filters of that collection.