Roll back a document

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • A document can be rolled back to an earlier revision at any time. Before rolling back to an earlier revision, ensure that the document is not checked out and that you have Editor or Owner permissions for the document.

    Vorbereitungen

    Role required: document_management_admin

    or

    Role required: document_management_user

    Prozedur

    1. Navigate to the document record.
    2. In the Document Revisions list, click the revision that you want to roll back to.
    3. Right-click the header bar and select Rollback.
      The Rollback to Revision dialog box displays. The name and revision number are new. The note specifies the revision to which you are rolling back.
    4. Change any information on the Rollback to Revision dialog box as necessary.
    5. Click OK.
      The latest revision is now the revision that you selected for rollback.