Document versions are created automatically when you make change(s) to a document that is uploaded in SingleCase and save them. At the same time, you can upload a new version to the document if it was created outside the system. An example might be a revision sent by a Client, or you have worked on a withdrawn document and want to revert it.
Where can you find document versions?
Information and document versions can be found above the documents where you can see the specific documents directly. Documents are displayed on the Home screen under Recently Visited Documents.
A or under the specific Case in the Documents section.
You can display versions in two ways
a) On the Main Screen or in the case, hover over a specific document and click on the "(i)" icon next to that document on the right side.
b) Right-click on the document in the Project/List and select "History of version and Information" from the menu.
You will then be taken to the document and version detail, where you can perform further operations.
In this window you can
"OPEN" the document directly in MS Word and make edits there
"EDIT ONLINE" in ONLY OFFICE
in the case of the "MORE OPTIONS" option
Under the "MORE OPTIONS" button you will find options such as "Copy link", "Send" directly via SingleCase and Outlook, "Download ", "Upload new version" (e.g. revisions from the Client) or "Rename".
If you hover over the specific version, you will be presented with additional features. You can download the specific version of the document you have selected. You can also make the specific version the main version of the document.
Version Compare
The application allows you to compare two versions of documents. You select the "Compare" option and then hover over the next version you want to compare with and select the same option.
To compare, you can directly drag and drop versions into the windows on the right.
The application gives you general information about the changes with the option "Quick online comparison" or directly "Compare via MS WORD" specifically compares the documents.
Version marking
You can further mark the version when you choose from the variants.
Document labels
For additional search options, you can label your own document using the "Add label" button. Then click in an empty field to expand the list (you create this list in "My name"-> "Settings"-> "Documents" and save it with the "ADD" button.
Adding a document as an attachment to a Task, Period or Procceeding
You can add a document directly to a Task, Period or Proceeding via the "CREATE" button.
