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Edit Revisions in the Document Management Tool

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To edit revisions for documents in a project's Document Management tool.

Things to Consider

Steps

  1. Navigate to the project's Document Management tool.
  2. Make sure you are in the Documents tab.
  3. Find the document that you want to edit revisions for and click the value in the Revision column.
  4. The following actions are available in the Revisions panel:

Edit Revision Information

  1. Click into the field that you want to edit.
  2. Edit information for the revision as necessary:
    • Revision: Click to edit the revision number or letter.
    • Status: Click to select a different status for the revision.
    • Date Authored: Click to edit the date that the revision was authored.
  3. Click Save.

Reorder Revisions

  1. Hover over the grip icon-reorder-grip.png icon for the revision that you want to move.
  2. Click and drag the revision up or down to reorder and release to drop the revision in its new place.
    This automatically updates the order of the revisions. The revision on top of the list will show '(Latest)' after the revision number to indicate that it is the most current revision. 
    2024-08-13_reorder revisions 70percent.png
 Note

Changing which revision is the 'Latest' affects a user's list of documents anytime they enable the 'Latest Revision' button or view a saved view that has 'Latest Revision' filter enabled. Users can still access other revisions intentionally, but if they click on the document's name, they view whatever revision is labelled 'Latest'. 

2024-07-10_Revision toggle affects Revision column.png