How do I revert back to an earlier version of a document?
You are able to revert back to an earlier version of a document, should you need to, via the View History icon displayed at the bottom of the screen.
Go to the 'Files' tab of the Patient Summary and view the document you would like to revert
Click on the View History icon at the bottom of the screen:
The 'History' modal will open displaying all of the saved versions of the document
To simply view an earlier version of the document, click on the Eye icon to open up that particular version as it was when it was saved.
If you are viewing an earlier version, you cannot make changes. To edit an earlier version of the document, you must revert to it.
To revert to the earlier version of the form, open the History modal and click on the Double arrow icon:
Then confirm that you would like to revert to that version:
The version of the document you selected will then open in the content field, where you can continue to make changes as usual. Remember to save any changes you do make!
Once a document has been locked, it can no longer be reverted to a previous version. If this is the case, the Revert icon will not be present when viewing the history modal. Therefore, you will need to unlock a document to allow further changes to be made, including reverting to an earlier version.
To revert to a previous version of a document...
Go to the 'Files' tab of the Patient Summary and view the document you would like to revert
Click on the View History icon at the bottom of the screen:
The 'History' modal will open displaying all of the saved versions of the document
To simply view an earlier version of the document, click on the Eye icon to open up that particular version as it was when it was saved.
If you are viewing an earlier version, you cannot make changes. To edit an earlier version of the document, you must revert to it.
To revert to the earlier version of the form, open the History modal and click on the Double arrow icon:
Then confirm that you would like to revert to that version:
The version of the document you selected will then open in the content field, where you can continue to make changes as usual. Remember to save any changes you do make!
Once a document has been locked, it can no longer be reverted to a previous version. If this is the case, the Revert icon will not be present when viewing the history modal. Therefore, you will need to unlock a document to allow further changes to be made, including reverting to an earlier version.
Updated on: 24/06/2024
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