When you save a version of a document, you're saving a snapshot of that page tree of the document and it’s content at a certain point in time. You can version an entire page tree. For example, you can use versions to:
Share public documentation with users while working on additional changes in private
Track changes to documents throughout the document lifecycle or archive or freeze a certain state
Content from a dynamic macro, like an Include Page macro, isn’t frozen. Learn how to version a document that contains an Include Page macro.
Save a version in the Document Toolbox
Navigate to the Document Toolbox
From a page in your document, click Document toolbox and select Save a version.
- Optionally add the following:
- The version a name of your choice or leave the default
- A short description
- The status of the version
- Optionally, if you choose to set custom restrictions:
- Click Next.
- Set the desired restrictions.
- Click Save. The dialog closes again.
You can now navigate to your saved version using the version switcher in the toolbox or refresh the page to see your new version page tree appear in the space sidebar.
Save a version in the Document Manager
Navigate to the Document Manager
From the Document Library, click the cog icon on a document.
From a page in a document, click Document toolbox and click the cog icon.
Navigate to new version
- Click Save a version. The New version dialog displays.
- Enter the version details and click Save.
The new version appears in the version history table along with the original version ('Working version'). The versions are automatically sorted according to the version name.
Each saved version displays a date, time stamp, and the name of the user who saved the version.
You can use the Scroll Documents Version History macro to embed the version history table on any page in your document.