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Revision history

Hi, I noticed that there is a built-in report for revision history (in Word Reports).  I wonder if I could use that functionality to track versions of my exported documents.  I did not see any way to track versions (or revisions), can you send instructions on how to make use of that function?  Ideally, I'd like a version history for reports that I export, and I would like to control the version by package.

 

Thanks

Frank Answered

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Hi Frank,

By exported documents, I assume you are talking about Word reports? There is no built-in capability to track versions of reports, but if I'm understanding what you're trying to accomplish there's no reason you couldn't add the generated reports as related documents to packages.  When you want to regenerate a new report (and therefore create a new version), just check out the report, replace it with the new one, then check it back in.  Related documents are discussed here: http://casecomplete.zendesk.com/entries/262964-add-a-related-document-or-website.  To check in or check out a related document, right click on the document in the list.

Hope this helps, but let me know if I misunderstood or if there's some other aspect you'd like to discuss.

Doug Earl 0 votes
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