Revert to a previous version of a document

triConvey will automatically store previous versions of your documents in case you need to restore them.

1.    Open a matter and navigate to the Documents section.

2.    Right-click on the document and select Properties.

3.    Click on the History tab. All file versions are listed here.

4.    Select View next to a file version to open it in Word.

Tip:  You can also select Compare to open two versions of the document side-by-side in Word to quickly identify differences between them.

5.    Once you have identified the version you wish to revert to, select Revert to this and then select Yes to confirm. 

Tip:  the other versions of the document will still be listed in the History tab for audit purposes.