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Managing your versions

Utilise several new features to manage your document versions in a straightforward, transparent way.

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated over 9 months ago

Contents πŸš€



Introduction πŸš€


Over the past few months, our Product Team has built out our existing Timeline functionality to give you greater flexibility with the versions across your contract's lifespan.
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Now you access, compare, restore and export all versions of your contract since its creation.


Restoring a version of your document ♻️


You can revert to a previous version of your contract in just a few steps. To do this:

1. Open your timeline and go to the Versions tab. Then, hover over the version you want to open and click View version.

2. At the top of the document, click Restore this version.

3. In the new window that opens, rename your reverted version and click Restore.

You will be directed to the Version review page of the restored version. To go back to the document where you can continue making edits, click Exit version.


Comparing versions of your document πŸ”


You can also compare the changes and edits made between the different versions of your document in the Versions tab of your timeline. To do this:

1. Open your timeline and go to the Versions tab. Then, hover over the version you want to open and click View version.

2. To compare this version to most recent or original version, click Compare with field at the top of the page and select the relevant option.

3. To compare this version with any other version, go back to the Versions tab, hover your mouse over the relevant version and click Compare.

You can also open the version from here by clicking View.

Once in a version itself, you can also review individual changes made to the document during that version's lifespan. To do this:

1. Open the Changes tab.

2. Here, you'll see a list of the individual changes. You can jump to any change on the document by clicking Review.


Exporting a version of your document ⏬


You can now also export versions of your documents in either PDF or Word format. To do this:

1. Open your timeline and go to the Versions tab. Then, hover over the version you want to open and click View version.

2. Click the export icon at the top of the page and select your export format.


Renaming the versions of your document πŸ“›


The version renaming functionality makes it much easier to differentiate the different versions created over your document's lifespan. To rename a version:

1. Open your timeline and go to the Versions tab. Then, hover over the version you want to open and click View version.

2. Once in the version, hover over the version again and click the pencil icon

3. Type in the new name of the version and click Save.

πŸ’β€β™‚οΈ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email your query to support@juro.com πŸš€

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