Creating and Accessing Revisions of a Document in OnBase

This KB Article References: OnBase
Created: 06/03/2022 Last Updated: 06/03/2022

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.

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3.       Revise the document an click the save icon " "

4.       When prompted, select Save as Revision

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

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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.

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

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

 

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