SpotDraft makes it easy to track and compare different versions of your contracts. This guide explains how to access and use the contract version history and comparison features.
Who is this guide for?
This guide is for all SpotDraft users who work with contracts, including administrators and general users.
Understanding Contract Versions:
Every time a change is made to a contract (e.g., edits are saved, a new version is uploaded, or the contract status is changed), SpotDraft creates a new version. This allows you to track the evolution of your contract and easily revert to previous versions if needed.
Accessing Contract Version History:
- Navigate to the Contract Record: Open the Contract Record for the contract you want to review.
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Open the Version History: Click on the "Versions" tab in the Contract Record. This will open the Contract Version History panel.
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Reviewing Versions: The Contract Version History panel displays a list of all contract versions, including:
- Version Number: Each version is clearly numbered (e.g., V1, V2, V3).
- Version Type: The type of action that created the version is shown (e.g., "Uploaded New Version," "Contract Edited," "Execution Version").
- Date and Time: The date and time the version was created.
- Creator: The user who created the version.
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Download: You can download any version by clicking the "Download" button next to it.
Comparing Contract Versions:
SpotDraft allows you to compare versions of a contract to easily identify changes.
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From the Version History: In the Version History panel, select two versions you want to compare. Then click the "Compare" button.
- From the Contract Record: Click the three-dot menu button on the Contract Record and select "Compare Versions". Learn more here.
Key Points:
- Only Published Versions: Only Published Version can be compared.
- Two-Version Comparison: You can only compare two versions at a time.
- Filter Functionality: You can use the filters at the top of the Version History panel to narrow down the list of versions based on the type of action that created them (e.g., "Uploaded Draft," "Uploaded New Version").