Use the Document Templates submodule to view the revision history of a briefing template.
To use the Document Templates submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To view a briefing template's revision history:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the briefing template that you want to view.
-
In the left navigation pane of the Settings screen, click
.
-
Click the List tab
.
-
In the grid, highlight a template.
-
Click the Editor tab
.
-
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.