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Last Updated: 2025-09-19
Manage Document Versions

Manage Document Versions

Access to the document with editing permissions.
Version control enables you to track the evolution of a document by maintaining a history of its changes. You can see who made edits and when, compare versions, and revert to a previous state, essential for collaboration and ensuring that you don't lose important work.
Customers can also upload new versions of a document as part of managing document versions.
  1. Click
    Documents
    .
  2. Select the document you want to work with.
  3. Click
    Versions
    .
  4. (Optional) From the related actions menu on a version, select:
    • Edit
    • Replace
    • Download
    We update the version number and last modified details based on the new order.
    You can also:
    • Expand the row to view the version details.
    • Drag and drop the rows to reorder the versions.
  5. (Optional) Click
    New Version
    .
    Select a new file to upload.
  6. (Optional) Click
    Download
    .
    Download the latest version of the file.
  7. (Optional) From the related action menu, click
    Rename
    .
    Change the name of the latest version of the file.
  8. (Optional) From the related actions menu, click
    Delete
    .
    Delete the latest version of the file.