Creating and Accessing Revisions of a Document in OnBase

Documents can be configured to store historical versions; when setup previous versions can be reviewed and/or restored if necessary.

This video showcases how to edit a Microsoft document and where revisions (versions of the document)  are located:

Creating a document version

1.       Locate a doctype within OnBase that has been configured with versioning enabled.

2.       In most cases the document preview will be a PDF so you will need to change the viewer to display the document in the native application by clicking Open in Alternate Viewer > Open in Embedded Viewer.

3.       Revise the document an click the save icon

4.       When prompted, select Save as Revision

5.       Add an optional comment related to what change you made to the document and click Ok. 

Retrieving a document containing versions

1.       Locate the document within OnBase

2.       A document which contains versions can be identified by clickiong  the Revisions button from the toolbar or by looking for the indicator displayed above the document preview.

3.       Clicking the Revisions button will cause a new window displaying the document's versions

4.       To open an older version double-click on the row from above.