Can I save new versions of a document (for example, so I can revert to or review a previous version if necessary)?

Plan: Available: All plans 

Users: Available: All users

Practice Management Source: Available: All sources

Yes, you can save new versions of documents, and they only exist as a single document in the system. You can revert to an earlier version if required.

For more information, refer to Version History and Creating a New Document Version.

 

Was this article helpful?
0 out of 0 found this helpful

Stay Up-To-Date

  • Events

    We host a range of product demos, training webinars, workshops and more.

  • Service Status

    Check for updates on the FYI Platform

  • What's New

    Round-up of new features, fixes, and other important announcements.