Working with Revisions in a Document

This guide explains how to access and switch between different document revisions so you can safely manage changes while maintaining a clear revision history.

Access the Document

1. Go to the Bid Packages workspace.
2. Click Projects in the left navigation. The Project Dashboard opens.
3. Select the project where your ongoing document is present.
4. Open the document.

View or Switch Between Revisions

You can switch between document revisions using either of the methods below.

Option 1: Use the Revision Navigation Arrows

1. Locate the Revision label at the top of the document as shown in image above.
2. Click the left or right arrow buttons next to the label.
3. Each click moves you to the previous or next revision in sequence.

Use this method for quick navigation between nearby revisions.

Option 2: Use Document Information

1. Click the Document Information icon on the right panel.
2. Scroll down to Document Revisions as shown in image below.
3. Select the revision you want to view from the list.

Use this method when you want to jump directly to a specific revision.

Revision Stages – What You Can Do

• DRAFT: Fully editable. You can update content and line items.
• SNAPSHOT: Read-only. Content can’t be edited, but you can review and reference it, and create a new revision if the latest revision is in SNAPSHOT.
• FINAL: Fully locked. Used as the finalized version for export and reference.

To learn more, see Understanding Document Revision Stages.

⚠️ Note:

• If you don’t see Edit, you may be in a locked revision stage (such as ON HOLD or SNAPSHOT). Switch back to a Draft revision or create a new revision to continue editing.

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