View a Briefing Template's Revision History

Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to view the revision history of a briefing template.

To use Document Templates, you must have access to Settings as defined in User Access Rights under Settings.

To view a briefing template's revision history:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the briefing template that you want to view.
3. In the left pane of the Settings page, click Folders, Reports & Documents > Document Templates.
4. Click the List tab .
5. In the grid, highlight a template.
6. Click the Editor tab .
7. On the grid toolbar, click Show the Briefing Revisions .
   WorkBook displays the names of users who made changes to the document and when the changes were made.