Tracking and Reverting Line Item Change History

This guide explains how to track changes made to a line item over time and restore its content to a previous version directly within the document.

Steps

1. Go to Projects and select the project you want to review.
2. Open the document that contains the line item whose content history you want to track and revert.
3. Review the line items in the document.
   
   • If a line item has been edited before, you will see a history icon next to it, just like the image above.
4. Click the menu action for the specific line item you want to review.
   
5. Select View History as shown in the image above.
6. The Content History modal screen opens, displaying all the contents from previous versions of the line item in chronological order, with each entry representing a change made over time.
   This includes:
   • The latest version of the line item.
   • The original version before changes were made.
   • All the changes made to that line item.
7. Click the expand (dropdown) arrow on the version you want to review in detail and restore it to the line item.
8. After expanding the content, click Revert to this button.
9. Click Save to apply the reverted content back to the document.

💡 Tip:

• Use line item history to quickly compare changes and recover original content without manually re-entering text.
• Reverting a line item replaces the current content with the selected version, so be sure you are restoring the correct entry before saving.

BP-042