Revert automation mistakes using Version History

With triConvey, you can revert to a previous version of a precedent, which is very handy if you make mistakes or override important information and want to get the previously saved version back.

Table of Contents

• Reverting precedents
• Reverting document containers
• Additional tips

Reverting precedents

1.    Open the relevant Matter in the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar.

3.    Navigate to the precedent you want to revert by double-clicking the relevant folder.

4.    Right-click on the precedent.

5.    Select Version History.

The asterisk * indicates the current version of the document.

6.    Right-click on the version you want to use and then select Set as current version.

7.    Select OK.

When you open this precedent in the future, it will open with the version that you have selected (displayed with an asterisk).

Reverting document containers

1.    Select the gear icon from the top right corner of the triConvey Desktop App. 

2.    Select Document Containers.

3.    Right-click on the container you wish to revert. 

4.    Select Version History.

5.    Review the previous versions of your container, and once you locate the original that you wish to revert to, right-click it and select Set as current version.

• The asterisk * indicates the current version of the document container.
• If you are unsure which version you are looking for, select View this version before setting it as the current version.
  

6.    Select OK.

Additional tips

• There is no limit to how many times you can change the version of the precedent or document container.
• Learn more about fixing If/Then/Else errors.