Manage files/File versions

Owned by Enrico Bonaiuti
Last updated: Sept 21, 2021
2 min read

Once a file is uploaded and saved for the first time, the system records it as a first version. The system generates a new version for each time the user accesses the “Details” sections to update the metadata or add/delete files. In this way, it is possible to save multiple versions of the file (e.g., in Word and PDF).

It is possible to return back to any previously saved versions to check the saved metadata and the uploaded files, in addition, it is possible to save any older submit (save) any older version however once this is done the system will consider the submitted version as a latest version.

It is also possible to check who is the last person updated the metadata and who has approved it from “Details” section.

To save multiple versions of the file:

  • After the file in its second version (e.g., from Word to PDF) has been uploaded, metadata added, and the file saved, open the file from the “Edit” action button.

  • Click on “x” next to the version of the file to delete.

Note: The file will not be deleted but saved as an older version.

  • Click on “Save” or “Next (Details)” to complete the process and save the new version.