For all Office documents, a new version is created within the FYI drawer when a user clicks I am finished editing. This gives visibility to all versions and allows you to restore earlier versions of the document within FYI.
Also, if you are making major changes to a document saved to FYI, you may want to create a new version. This will allow other users to go back to the original when required. This function is available for Word, Excel and PowerPoint documents.
For a video walkthrough on this feature, refer to Viewing Document Activity & Version History (1 min).
- In FYI, in one of the lists, click to select the Word, PowerPoint or Excel document.
- In the Drawer, expand the Versions section.
- Click the button with the ellipsis (...) next to the relevant version. A pop-up menu displays with the options.
If you have selected the current (or only) version this displays Read or Save as new version.
If you have selected a previous version of the document, you can select Set as Current, Read or Delete (to delete the selected version).
- Select the action you want to make.
Each version will be listed and accessible by other users.