MatterSphere - Document versioning

If you 've made changes to a document in MatterSphere you can save the amended copy as a version of the original when you save it back to MatterSphere. This will enable you to revert back to an earlier version of the document if you need to.

Open an existing document from MatterSphere and make the required changes. When you're ready to add the document back into MatterSphere, click the Save icon to launch the Document Save wizard.

When you see the following screen, you can choose whether you want to overwrite the existing document, create a revised version of the existing document or create a new major version (Overwrite will be selected by default - remember to change this if you need to save a version of this document).

If you've only made minor changes to the document, save it as a Revision of the original document and if you've made major changes, save it as a New Major version. The optional version related comment section is useful for adding any comments about the changes that you've made.

You can use the Status drop down to indicate that this is a Draft or Final version of the document. Always leave the Flag as Latest Version ticked - this means that the latest version of the document will be the one that's displayed on the Documents tab in MatterSphere (all earlier versions can be seen when you choose to open or email the document). The version column (on the Documents tab) will show the latest version number of the document.