Versions and revisions

Supersede a file without losing its history.

A document's revisions share one document number. When you register a file under a number that's already in the register, it becomes the document's current revision, and the earlier revisions become obsolete.

How revisions work

  • Each revision is its own document with the same Document Number. The register shows the newest revision that isn't obsolete.
  • Registering a new revision marks the earlier revisions obsolete. Their status doesn't change.
  • Without Can edit and register documents their organisation did not upload, only the revisions your organisation authored or uploaded are marked obsolete.
  • Obsolete revisions stay on the document's page and in its history until they're deleted.

Upload a new revision

  1. In the register, select the three-dot menu on the row, then Properties.
  2. Under Revisions, select Upload New Revision.
  3. Select Select File, choose the file, then select Proceed to Upload.
  4. Change the Revision, update any other details, then select Save Changes.
  5. Select Register.

The upload page fills in the current details, including the current revision and notes, so change the revision before registering. This route takes PDF, Word, Excel, DWG, PNG and JPEG files.

You can also select Upload in the register and enter the same Doc Number. The badge beside it shows the existing document's revision. Learn more about uploading documents.

Supersede several documents

  1. In the register, tick the documents.
  2. Select the layers icon, Bulk Supersede.
  3. Select Upload Files and choose a new file for each document.
  4. Check each document's new revision, status, discipline and date. Teralo fills in the next revision.
  5. Select Supersede Documents.

Bulk Supersede needs Can upload documents to the project.

Revision history

  • On a register row: point at the revision to see Revision History, a list of every revision with its date. Select a revision to open it.
  • In the register: select History to add every earlier revision to the table as a row of its own. Obsolete revisions show an Obsolete badge, and older revisions Old. Each one opens and downloads like the current revision. Select Hide History to hide them again.
  • On the document's page: the Revisions list.
The documents register filtered to one drawing, then with History turned on showing both of its revisions as their own rows, the superseded one and the current one.
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The register filtered to one drawing, then with History on, showing both of its revisions as rows.

Compare two revisions

On a PDF's row, select the three-dot menu, then Compare with previous revision. Learn more about comparing in viewers.

Revisions and statuses

A document's revision and status are separate fields. The revision names the version of the file. The status, such as IFR (issued for review) or IFC (issued for construction), is chosen from the project's document statuses.

To list the current documents issued for construction, filter the register by Status. The register hides obsolete revisions unless History is on.

Markups on a new revision

When a new revision is registered, the markups on the previous revision are copied to it, with their replies. Each copy links back to the revision it was drawn on. Learn more about markups and annotations.