After a document is saved, the user continues to work with a new “Version” of the document. The previous version is available under the Versions tab found directly to the right of the Settings tab at the top of Document Editor. 

Note that the Versions tab will not appear until there is at least one version of the document. Every prior version of a document is available through the dropdown with a clearly visible time stamp (dd.mm.yyyy,hh:mm) and the name of the user who created the version. Users can open previous versions, either in the same window or in a separate window, and continue working on them.

Occasionally, it will be necessary to update Templates. Either to correct drafting errors, update terms and conditions to match new regulations, or to add new automation features.

If a user starts to work on a document that was drafted from an outdated version of a template, upon opening the document, a window will pop up in Document Editor, announcing to the user that there is a new version of the template, and asking if the user would prefer to merge the changes to the Template into the new version of the document or merge the updated terms into a new document.

The nature of these merged changes may range from revisions to the template text, the logical dependencies/conditions, or to any of the template settings. Information already entered into the working document will remain in the updated document version.

The compare tool in Document Editor allows users to track changes between the current working document and any previous Version, or between any two prior Versions of a document. 

After clicking the Versions tab, use the dropdown list to select a previous version of the document to which you would like to compare the current document.

Click the Compare button. 

Document Editor will now present a split screen. The current document will be on the left, the prior document on the right.

• Red Highlights represent deleted content
• Orange Highlights represent modified content
• Green Highlight represents newly added content.

In order to compare two previous versions of a document, first, select and open the earlier version (making it your current version), and follow the steps above.