Managing Document Versions for Customers

Overview:
Track changes and maintain a history of edits by using version control on customer documents.

Steps:

1. In the Documents tab, locate the file you wish to update.

2. Click the Upload New Version icon next to it.

3. Select the updated file and click Open.

4. Enter a Version Note (e.g., “Updated pricing terms”) and click Save.

5. View version history by clicking the History icon on the document row.

Tips & Best Practices:

• Always include a concise note explaining the changes in each version.

• Retain older versions for at least 12 months unless compliance requires longer.

• Use version numbering (v1, v2, v3) in filenames to reinforce the system’s version tracking.

Troubleshooting / FAQs:

• Version upload fails: Ensure the new file matches the original format and size constraints.

• Cannot see previous versions: Check that version history is enabled under Settings → Customer Documents.

• Accidental overwrite: Restore a prior version from the version history view.