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Metadata and Versions2 min readReviewed 2026-05-13

Document Versions

What this helps you do

Use the Versions tab to see the current document version and previous versions kept for history, review, and compliance.

Version history

Open the Document Detail Drawer and select Versions. Version history shows the current version and, when available, earlier versions of the same document. The current version is the active version used for preview, download, workflow, and most document actions. Previous versions remain in the history when version retention is enabled.

Uploading a new version

Versions are created when a new file is uploaded as a revision of the existing document rather than as a separate document. If Upload New Version is available, use it when the same business document is being revised and the history should stay attached to the original record.

Version uploads and downloads are audit-relevant. If the button is hidden, your permission, the document state, or document policy may not allow version changes.

What users can do

Users may see version number, current or active status, upload details, file details, and available actions such as preview or download depending on permissions and configuration. Restore behavior should be used only when that action is visible and your role allows it.

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