Restore a Previous Version of a Document

So, last week's temp accidentally replaced the vendor contract that you attached to your project file with a copy of her resume. Where's your contract? How can you turn back the hands of time?

Quick Base saves the day. File attachment fields automatically save old versions of the document(s) you upload. How many versions is up to you. When first created, a field automatically saves three versions behind the scenes. But the application manager can change this setting at any time. You can easily restore a previously-saved version to the place of honor as the current document.

To restore a previous version:
  1. Display a report that includes the record containing the document whose history you want to review.

  2. Locate the record and click its edit button or edit icon button.

  3. Within the file attachment field, click the Revisions button.

    A popup window appears, showing previously-saved versions of the file.

  4. Locate the version of the document that you want to make the current one and turn on the checkbox to its left.

    Tip: Not sure which one to choose? To view a document in the list, just click its name.

  5. Click Restore, and then click OK to confirm the action.

Note: Only users who have permission to modify a field can restore a previous version of a document.

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