Versioning and Recovery of Files

Last updated on 2024-10-28

Overview

In Disclosure Management, Excel and Word files are saved using the Check In function. When a file is checked in, a new version of the file is created automatically. All versions of a file can be recovered at any time.

This article contains the following sections:

Checking In a File

To check in a file:

  1. Click Check In in the Word or Excel ribbon:

    'Check In' button in the Word ribbon
  2. The Check In dialog will be displayed:

    Dialog for checking in an Office file
  3. You have the following options for entering a comment:
    • Enter a comment in the input field.
    • If helpful, click Recent Comments to reuse one of the 20 most recently used comments.
  4. By default, an Excel or Word file that contains errors cannot be checked in. If you want to check in a defective file despite this, activate the Force Check In check box.
  5. Click Check In.
    Disclosure Management will then create a new version of the file. In the Cockpit, the time of the change will be displayed in the Word column.
Recovering a Version

You can open a previous version of the current file at any time.

To recover a version:

  1. Click Recover Version in the ribbon.
    'Recover Version' button in the Word ribbon
  2.  The Version History window will be displayed:

    'Version History' Word window
  3. Select the desired version in the drop-down list.
  4. If necessary, click Compare to compare the selected version of the document with the current version.
  5. Click Open.
  6. Check in the file again to update the values changed since saving the restored version (for example by re-importing the data) if necessary.

Versions can also be opened from the History in the Detail View of a Chapter.