Question:

How to Access Previous Document Versions in Vault?

Answer:

A document's previous versions can be accessed from the Version History or the Timeline View.

Limited actions are available from previous versions of documents:

• Send as Link
• Edit Sharing Settings
• Export Annotations
• Import Document Links
• Make a Copy
• Delete
• And more available only for users with Edit permissions.

1. Open the document and access the Version History or the Timeline View.

• The Version History can be found in the Actions Menu or as a section in the Information panel.

Actions Menu:	Information panel:

• The Timeline View can be found in the vertical Menu on the right:

2. The version numbers are hyperlinks. Click to navigate to that version.

• • Version History:
    
    
    
    
    
  • Timeline View:
    
    
    

3. To go back to the latest version of the document, click the version link next to Latest viewable version is.

Related Documentation:

Vault Help Documentation: Working with Previous Versions

Knowledge Base Articles:

• How to Bring Forward Annotations from a Previous Version in PromoMats and Medical?
• How to Make a Copy From a Previous Version in Vault PromoMats and Medical?