Reverting to a Version

When working with a document under version control, you may want to revert the document to a previous version.  When reverting a document, you select a target version to revert to. The revert process creates a new version and modifies its contents to match those of the target version.  All the intermediate versions between the target and the newest version are retained. Reverting a document allows you to quickly remove unwanted changes from a document without losing the complete history of information about those changes.

Reverting a version can be used to quickly correct errors or remove erroneous or unwanted changes to a document. For example, say a user accidentally removes the template from a document and saves the change as a new version, resulting in a document without the appropriate field information. Rather than having to manually re-enter the field contents, they could simply revert to the version of the document saved before the template was removed, immediately restoring all the information. The intermediate versions created would remain in the history in case they needed to be referred to later.

When a document is reverted, the version comments for the new version will note that the document was reverted, and what version was used as the revert target.

Note: If you revert to a version of a document that contains a field that either has been deleted or that has been modified such that the field value is incompatible, you will be prompted to discard the invalid field data to continue. If you choose not to discard the invalid field data, you will not be able to revert to that version.

To revert a document to a particular version in the Windows client 

  1. Select a document, then open the Version History dialog box.
  2. The version history will open. Select the version you want to revert to. The new version created by the revert process will match the version you select.
  3. Right-click and select Revert, or click the Revert button.
  4. Confirm that you want to revert the document.

To revert a document to a particular version in the web client 

  1. Select the version you want to revert to in the version history.
  2. Click the Revert toolbar button.
  3. You may be asked to confirm your action; click Yes to generate a new version.

Note: If you have a document checked out and have modified it, and you choose to revert to a prior version before saving and checking in, the changes you have made since your last checkout will be discarded.

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