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Documents: Working with File Versions

Document versioning is a great way to keep track of the changes made to a document over time. It is a valuable tool for collaborating with other Users when drafting a document, providing access to past versions of the file without cluttering up your Document folders. You will also be able to see who made the changes and when allowing you to know who the right person is to go to with any questions. 


Adding New Versions
Viewing Previous Versions

Adding New Versions

A new version will be automatically added when you use Clio Launcher to make changes to your files

Alternatively you can add or view file versions by clicking "View" under the action column for that file or folder.



In the "Details" side panel, additional file versions that all users have uploaded can be viewed in the "Version History" section.



To download the latest version and work on it via word you select the latest version e.g. Version 4, and click "Download" on the top right corner of the preview



You can then open the file on your computer as you would any other. Once you have made your updates you can then click "Add New Version" on the preview page which will allow you to select the file that you have been working on from your computer and upload it as the next version e.g. Version 5

Viewing Previous Versions

To view previous Versions you can click "View" next to the Document and click on the Version you would like to view. You will see a preview of the document on the right panel and the option to download it if needed on the top right. 

Note: The "Preview" option is only available for the following file types: .PDF, .DOC, .DOCX, .PPT or .PPTX

Is There a Way to Revert to a Previous Version?

No, not at this time. However, as a workaround, you can view the specific document version, save it locally and re-upload it back to Clio Manage.

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