View a Briefing Template's Revision History

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:

1. On the main toolbar, click Settings .
2. 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.
3. In the left navigation pane of the Settings screen, 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.