Version Control

Version control is a critical component of document management in Documint, ensuring that users can manage multiple versions of a document, revert to previous versions when necessary, and maintain the integrity of their documents over time. This guide will walk you through the version control features in Documint, showing you how to make the most of these capabilities to keep your documents organized and secure.

Understanding Version Control

Version control in Documint is the process by which the app records changes to a document over time. This allows you to revisit older versions of a document or revert to them if needed. It is particularly useful when multiple collaborators are working on a document, as it ensures that changes can be tracked and managed effectively.

Key Features

• Automatic Version History: Every time a document is saved after changes are made, a new version is automatically created.

• Manual Version Saving: Users can manually create a version, which is helpful before making major changes.

• Revert Function: Allows users to go back to a previous version of a document.

• Version Comparison: Visually compare different versions of a document to see what has changed.

• Version Notes: Add notes to versions to describe changes, making it easier to track the purpose of each version.

Managing Multiple Versions of a Document

Creating a New Version

1. Open the document you want to create a new version of.

2. Make the necessary changes to your document.

3. Click on the Version History button in the toolbar.

4. Select Create New Version.

5. Enter any notes that describe the changes you have made.

6. Click Save.

Your document will now have a new version in the history, with the notes attached for reference.

Viewing Version History

1. With the document open, click on the Version History button.

2. A sidebar will appear, listing all the versions of the document.

3. Click on a version to view it. You can see the version notes and the date it was created.

Reverting to a Previous Version

1. Open the Version History.

2. Find the version you want to revert to.

3. Click on the Revert button next to that version.

4. A prompt will ask for confirmation, as reverting will overwrite the current version of the document.

5. Confirm the action, and the document will revert to the selected version.

Comparing Versions

1. Open the Version History.

2. Select the two versions you want to compare by clicking on the corresponding checkboxes.

3. Click on the Compare Versions button.

4. Review the highlighted changes to understand the differences.

Maintaining Document Integrity

• Locking a Version: Prevent changes to a particular version by locking it. This can be done from the version history by selecting the version and clicking Lock.

• Audit Trails: Documint keeps a log of who made changes to a document, what changes were made, and when they were made.

• Permissions: Control who has the ability to make changes, revert to previous versions, and view the version history.

Best Practices

• Regular Version Creation: Create new versions regularly, especially before major edits or collaborative reviews.

• Clear Notes: Always add descriptive notes to your versions to make it easier to track changes.

• Review Changes: Regularly compare versions to monitor document progression and ensure quality.

• Use Permissions Wisely: Assign appropriate permissions to team members to avoid unauthorized changes.

Conclusion

Version control is a powerful tool in Documint that ensures the safety and integrity of your documents. By understanding how to manage multiple versions, revert changes when necessary, and keep track of document evolution, you and your team can collaborate with confidence, knowing that your work is secure and well-documented.

Should you have any further questions regarding version control or any other features in Documint, please refer to the relevant sections of our documentation or reach out to our support team for assistance.