What does "Revise Last Version" do in QuoteCloud?

The Revise Last Version feature creates a new editable revision of an existing document while preserving the previous version in the document history.

How do I revise a document?

Open the document actions menu, select Revise Last Version, and QuoteCloud will create a revised version that opens in the document editor.

Where can I find the Revise Last Version option?

The option is available in the document actions menu accessed through the ellipsis (...) button beside a document.

Will revising a document overwrite the original version?

No. The original version is retained, and a new revised version is created so previous document versions remain available for reference.

What happens after I click Revise Last Version?

QuoteCloud creates a new revision and opens it in the document editor, where you can make the necessary changes.

How can I identify a revised document?

Revised documents display a Revised status and may show an updated version number within the document details.

Can I edit any part of the revised document?

Yes. Once the revised version opens in the editor, you can modify content, pricing, layouts, sections, and other document elements based on your permissions.

Why should I revise a document instead of creating a new one?

Revising a document maintains version history, keeps related changes organized, and allows you to track updates without losing the original document.

How to Revise the Latest Document Version in QuoteCloud

Revise the Latest Document Version

Learn how to create a revised version of an existing document while preserving the previous version for tracking and reference.

Steps to revise the latest document version

Locate the document

Find the document you want to revise from your Documents list.

Open more actions

Click the ellipsis (...) or More actions button beside the document to reveal additional options.

Select Revise Last Version

From the document actions menu, click Revise Last Version to create a new editable revision.

Edit the revised document

QuoteCloud will open the document editor with the document marked as Revised, allowing you to make updates to the latest version.

Revise the Latest Document Version

Revise the Latest Document Version

Steps to revise the latest document version

Locate the document

Open more actions

Select Revise Last Version

Edit the revised document

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Revise the Latest Document Version

Revise the Latest Document Version

Steps to revise the latest document version

Locate the document

Open more actions

Select Revise Last Version

Edit the revised document

What does "Revise Last Version" do in QuoteCloud?+

How do I revise a document?+

Where can I find the Revise Last Version option?+

Will revising a document overwrite the original version?+

What happens after I click Revise Last Version?+

How can I identify a revised document?+

Can I edit any part of the revised document?+

Why should I revise a document instead of creating a new one?+