View and Compare Versions on Policy Management

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

Across versions of a document, changes can be tracked through a comprehensive and easily accessible audit trail.

Any 2 versions can be selected to show the changes made across their corresponding paragraphs.

You can also view an previous version by itself, as well as editing the metadata values corresponding to that previous version.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor', 'Reviewer'*.

Steps

Compare Document Versions

1. Find the document on the dashboard.
2. Click Compare versions* in the upper part of the editor.
3. Select older version for comparison.

View a Previous Version

1. Click on the icon to the left of the document content section.
2. Select the desired previous version.
3. (Optional): Select version in the top pane to compare to.
4. (Optional): Edit metadata values for this previous version.

Export Previous Version

1. Click on the Export version icon in the upper right corner.
2. Select Export version to DOCX.
3. (Optional):
   1. Tick or untick Include Table of Contents.
   2. Tick or untick Include Comments.
   3. Select version to compare with.
4. Click Export.

Supplementary Information

Compare versions functionality allows users to compare the current document version with any of the previously published versions.

Users are also able to view the Document Activity Timeline and view the Paragraph Activity Timeline for the selected version.

When viewing a previous version, a CSV export of activities can be downloaded* (through the Export button when the Document Activity or Paragraph Activity tab is selected), in which currently the following activities can be displayed:

• Access:
  • granted;
  • changed;
  • updated;
• Document or paragraph approval:
  • created;
  • approved;
  • rejected;
• Stage changed.

Table Edits

• Table content edits are also tracked.*
  • Structural changes (e.g. remove cell, widen border) are not tracked.

Version Number Coloring

To make it easier to distinguish between types of versions available in a document's version history, we have colored different types of versions:

• Orange - Draft version
• Blue - Released version
• Grey - Other past versions:
  • Dark - Major version
  • Light - Minor version

Notes