Revisions & Versions #

Documents support two independent dimensions of change tracking.

Revisions #

Revisions represent substantive content changes (e.g., moving from draft to issued, or incorporating review comments).

• Revision numbers auto-increment and display as letters (A, B, C...) or numbers (00, 01, 02...) depending on the project's revision format setting.
• New revisions inherit the reference number from the original document.
• Only one revision is "current" at any time.

Creating a Revision #

1. From the document registry, click the three-dot menu on a document row and select "Create Revision".
2. A slideout panel appears showing the document's current files.
3. Replace at least one file by clicking the upload area next to it, or edit a PDF using the in-browser PDF editor.
4. Optionally add revision notes describing the changes.
5. Click "Create Revision".

Versions #

Versions represent alternative representations of the same revision (e.g., a translated copy, an annotated copy).

• Version numbers auto-increment per revision (1, 2, 3...).
• Only one version is "current" per revision.
• Created using the same process as revisions, via "Create Version" in the row action menu.

Viewing History #

On the document detail page, a History card shows two tabs:

• Revisions tab: Lists all revisions with revision letter/number, creation date, and creator. Click any non-current revision to navigate to its detail page.
• Versions tab: Lists all versions with version number, creation date, and creator.