How to publish drafts and manage version history in Documents
Applies to user roles: Account Owner, Manager, User
Available on platforms: Vatix Workspace web app
Each time you publish a document in 'Documents', a new version is created. This helps you keep track of changes over time, give versions clearer names and restore an older published version if needed.
Changes you make to a document are saved automatically as a draft. Draft changes are not published until you click 'Publish'.
How to publish a Document draft
- Go to 'Documents' in the left sidebar.
- Open the Document you want to publish.
- Make the desired changes. On the top of the page you will see 'Auto-saved · Draft' status.
- Click 'Publish'.
- In the version name field, enter a name for the new version if needed. For example, you can give it a more specific name to help identify the update later. Version names are created automatically in the format 'v1', 'v2', etc. if you do not enter one.
- Click 'Publish' to create a new published version of the Document.
How to view version history and restore an older version
- Go to 'Documents' in the left sidebar.
- Open the Document you want to review.
- Click the three-dot menu in the top-right corner.
- Click 'Show version history'.
- Review the list of published versions.
- Find the version you want to restore.
- Click 'Restore'.
Restoring a previous version returns the document to that published version. Any newer published versions will still remain in the version history.