How to View Versions of a File in SciNote

If you have the Validated or Platinum SciNote plan, you can view the version history of any files attached to a step, result, or inventory item.

Editing Files in SciNote

• Microsoft files: Create and edit directly within SciNote using Microsoft Online.
• Other file types include Microsoft files: Open and edit them with their native software via SciNote Edit.
  For detailed guidance on using SciNote Edit, please refer to this article.

You can view a file's version history either directly from the file itself or through the audit trail.

To View the File's Version History From Accessing the File: 

1. Navigate to the file you want to review
2. Click on the three dots on the file attachment
   1. For large attachments and list view, the three dots are located to the right of the file information.
   2. In thumbnail view, hover over the file to reveal the three dots in the bottom-right corner.
      
3. Select "Version history" from the dropdown menu. A pop-out window will display all previous versions. 
   
   1. Click on the file name or the download icon to view previous versions.
   2. Click the restore icon to revert the file to a previous version.
      

To View the File's Version History From the Audit Trail: 

1. Go to the Audit Trail for your team.
   
   1. If you’re unsure how to locate the Audit Trail, refer to this article.
2. Find the record associated with the file. Look for entries where the action is "record updated" and click "expand". 
   1. The record will show both the previous and updated versions of the file.
3. Click on the file name to download the version you want to review.

Tip: You can use the Activities trail to quickly filter for when a file was edited or restored to a previous version. From there, you can access the file directly by clicking its name.

For more information, check out our video below.

If you have any questions, contact us at support@scinote.net. For more information about the Premium plans, please request a quote.