We're delighted to introduce our first edition of document versions.
Do you often have to send back and forth, review or work on multiple new versions of documents/files? Do you or others ever forget to rename the new files so it's difficult to work out which is the latest version?
You can now ensure all versions of your files and documents are retained and accessible by having one centralized place, making it quicker and easier to find, access and collaborate. With no more time-consuming searching and confusion over which is the latest version of a file you should be referring to on email, drive, or your desktop.
Although you can simply upload or attach a new file/document to a thread or connection record as an additional file, you can also now just replace existing files with a new version to keep it tidier and make it clearer which is the latest version that should be referred to.
Naturally we'll track who uploaded and when, so you can see the full audit history and access previous versions.
Whether it's attached to a thread (1), or uploaded against a connection record (2), anyone with access to the document can add a new version. Here's how:
Adding a new version of a document in a thread
In an open thread with existing documents/files attached, click on the Document Link above the Mark Complete button.
Not sure how to add a document to a thread? Find out here
Hover over the document or file you wish to replace with a new version, and click the … ellipsis menu, select upload new version, then select or drag and drop the file you wish to upload.
Once your new updated version is uploaded, GetBusy updates the documents list on the thread with the latest version for easy reference.
To see past versions, when each version was uploaded and by whom, simply view the Document details or view in the chat itself.
Improve clarity by seeing who uploaded previous versions without having to call, email or hunt them down. GetBusy will also provide a timestamp via the document details or the chat. Always know when something has been updated, along with who was responsible for updating it.
- Adding new file versions on a connection record:
Documents and files can be uploaded and stored against a connection or organisation record for easy internal access and reference. Read more about this here.
You can update these files related to connections at any point, by replacing with new versions as and when needed.
First, find the individual or organisation in your Connections to view all documents related to them.
Hover over the specific document you want to update with a new version, click on the ... ellipsis menu and select Upload new version. Then select your new file to upload or drag and drop your file into the upload area.
Once you've added a new version on a Connection record, it will also automatically update within any threads where you are already using that document, saving you from having to add new versions to those individual threads as well. 💥
To see previous versions of the document/file, choose Document details in the ellipsis menu against that file.
Files can be as large as 200MB each. Upload as many versions of the document as needed and view older versions all in one place. Each version will be ordered chronologically based on when the document was uploaded to GetBusy.
Now that you have mastered Document Versions, read more about:
- Attaching documents to tasks
- Storing documents
- Creating threads from documents or sending a document
- Sending a document to be electronically signed
- Signing a document
- Ways to organise your GetBusy
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