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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

  1. Go to 'Documents' in the left sidebar.
  2. Open the Document you want to publish.
  3. Make the desired changes. On the top of the page you will see 'Auto-saved · Draft' status.
  4. Click 'Publish'.
  5. 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.
  6. Click 'Publish' to create a new published version of the Document.

How to view version history and restore an older version

  1. Go to 'Documents' in the left sidebar.
  2. Open the Document you want to review.
  3. Click the three-dot menu in the top-right corner.
  4. Click 'Show version history'.
  5. Review the list of published versions. 
  6. Find the version you want to restore.
  7. Click 'Restore'.

Restoring a previous version returns the document to that published version. Any newer published versions will still remain in the version history.