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How Do I Revert a Document to a Previous Version?
How Do I Revert a Document to a Previous Version?

A document can be reverted to a previously stored version by taking the steps in this article.

Ty Toon avatar
Written by Ty Toon
Updated over 5 months ago

In this article we will walk you through the process of reverting a document to a previous file version.


Access/Permissions Requirements

In order for a user to revert a document to a previous version, you must have admin item permissions on the document:

You also must have the File Versioning user permission selected under your user settings:


Reverting a Document to a Previous Version

1. Finding the Document To Revert and Selecting It

Select the Documents pane (if not already selected):

Navigate to the document that you would like to revert, and select it by left clicking it(in this example, we will choose this Employee Handbook:

2. Selecting the File Version Tab and Choosing a Previous Version


Select the File Versions icon (two papers stacked on top of each other) on the far right in the details pane:

This will populate a list of all previous file versions.

Select the ellipsis next to the file version you would like to use, then select Make primary:

Once selected, the document is reverted to that previous version. You can then proceed with any normal document actions on the file.



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