Document versioning and history

For any given Business Leader document, there are different versions that are available depending on the access that you have to the document, either as the member of a Business Leader space or the owner of the document.

When you have a document open for editing, your changes are saved automatically for you every ten seconds. When you end your editing session, either by clicking the Finish Editing button, or by closing your Business Leader space, a draft version of the document is saved. This draft version can be viewed and edited by any other user in your space. It can also be editing by any other users in spaces which have been granted edit access to the document.

When you are ready to make your document public so that users in all Business Leader spaces can view and reference your document in their own documents, the draft version that you make public becomes a public version. These are the versions that are visible in the repository to all users from all Business Leader spaces.

You can make updates to a public version of your document, creating a new draft version that is visible only to document owners and spaces that have edit access to the document.

Note: While you are editing a document, your changes are visible only to you until the end of the session, at which point it becomes a draft version. You can also create a draft version for others to see right away by clicking the snapshot button. This saves a draft version that can be viewed immediately by others with edit access and allows you to continue editing the document.

Viewing and restoring previous versions of a document

If you have edit access for a document, you can view previous versions of the document to compare with the current version, and optionally revert to a previous version.

To view previous versions of a document, open the document in your Business Leader space and click the Show Document History button in the View toolbar. The document history timeline opens at the top of the diagram area.

Hover over the different points in the timeline to see the details, such as the date and time of the update, the name of the user who made the updates, and comments that the updater added when saving. Click on a version to open it. If you want to replace the current version with the previous version that you have open, click Revert to this Version.

Related concepts
Business Leader spaces