Managing Document Revisions

When you edit a document that you created by using a template, edit a document in BarTender Cloud Designer, or upload a document that overwrites an existing document, you create a new revision of that document. You can view a document's revision history by using the Revision History page. On this page, you can view and compare the revisions of a selected document, add comments to a revision, and roll back to a previous revision.

To open the Revision History page, select the document that you want in the item list pane in the Manage Files view, and then click History on the toolbar. Alternatively, right-click the document, and then click History.

The Revision History page includes a Revisions pane on the left side that lists the document revisions and a details pane on the right side that lists the details for the selected revision. The details pane also includes a toolbar that provides the following options:

  • Add Comment: Opens the Revision Comment dialog so that you can add a comment to the selected revision.

  • View Revision Image: Opens the Revision dialog that displays an image of the selected revision.

  • Rollback Revision: Opens the Rollback File dialog so that you can roll the document back to the selected revision. Available when the selected revision is not the current revision.

  • Hide/Show Comments: Hides or shows all comments for all revisions.

  • Compare Revisions: Displays the selected revision next to the revision that you want to compare to, and provides a colored display of the differences between the two revisions.

ClosedTo add a comment to a document in the Manage Files view

  1. In the item list pane of the Manage Files view, select the document that you want.

  2. On the toolbar, click Comment. Alternatively, right-click the item, and then click Comment.

  3. In the Revision Comment dialog, enter the comment, and then click Add. The comment is displayed in the document's revision history.

ClosedTo add a comment to a revision on the Revision History page

  1. In the Revisions pane of the Revision History page, select the revision that you want, and then click Add Comment.

  2. In the Revision Comment dialog, enter a comment, and then click Add.  

ClosedTo hide or show all comments

  • On the Revision History page, click Hide Comments if the comments are shown or Show Comments if they are hidden. All the comments for all the revisions are hidden or shown.

ClosedTo view a document's revision history

  1. In the item list pane, select the document that you want.

  2. On the toolbar, click History. Alternatively, right-click the document, and then click History.

  3. In the left pane of the Revision History page, click the revision that you want to view its details. By default, the most recent revision's details are displayed.

ClosedTo view an image of a revision

  • In the Revisions pane of the Revision History page, select the revision that you want, and then click View Revision Image.

ClosedTo roll back a revision

  1. In the Revisions pane of the Revision History page, select the revision that you want to roll back to, and then click Rollback Revision.

  2. In the Rollback File dialog, verify the file name and the revision that you are rolling back to, optionally add a comment in the Comment area, and then click OK. The rolled-back revision is displayed in the Revisions pane as a new current revision.

ClosedTo compare revisions

  1. In the Revisions pane of the Revision History page, select the revision that you want, and then click Compare Revisions.

  2. In the Compare this revision to box, click the revision that you want to compare the selected revision to. The page that is displayed shows the two revisions side by side in the Comparing and To areas. The Differences area displays a merged version with the differences highlighted in color.