• Undo mistakes
• Scrutinise the efficiency of fee-earners
• Combat vandalism/sabotage
• Aid in the process of creating templates

Availability

Depending upon the configuration of a particular installation of ContactsLaw, the version history feature may be enabled, limited to a certain number of versions per document, or switched off entirely. If the practice operates a Long-term document archive, its version history settings may differ to those of the main document library.

Operations on previous versions

• Open - Displays the document as it appeared at a previous point in time.
• Restore version - Replaces the current version of the document with a previous version. This is typically used to roll-back changes.
• Delete - Permanently removes a previous version of the document.

Importing new versions

Normally, new versions of a document are added by checking the document out of the library, making changes using the editing document activity and then checking in the changes. You can also import a new version of a final document, either from another document in the library or from your local computer. This feature is useful in situations where a new version of a document needs to be drafted separately and then 'published' back to the original document (e.g. product disclosure statements).

Deleting previous versions 

Each version of a document consumes storage space in the document library (which is why the number of previous versions is typically capped at a certain number). To save on space, you can remove previous versions manually. ContactsLaw will automatically purge previous versions of a document as part of the document finalisation process.