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How to view and manage the history of a reference document

A document's history contains its previous versions — useful for tracking how a document has evolved over time and providing context for past board decisions or discussions.

View the history

A document's history is accessible at the bottom of the document page, in the "History" section. Each previous version is automatically saved there when a document is updated.

Add a version to the history retroactively

If you want to document previous versions of a document:

  1. Open the document in the "Documents" tab and scroll to the bottom of the page.


  2. Click on "Add a document to the history" or slide a document directly in the box.

  3. Select the file, then confirm the document title and the date from which it was active.