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Manage versions

How teamspace versions files automatically, how you reach old versions, restore or delete them – and how this works for documents.

Video-Vorschau: Files – version control

Files – version control

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Prerequisites

teamspace versions files automatically: whether you upload the same file again, edit it online or change it via WebDAV – each new version becomes the next version, and the old one is kept. In all lists and previews you always see the current version; you reach the older ones via the detail manager under the Versions tab.

When a new version is created

Versions grow automatically – you don’t have to create them by hand. Three triggers:

  1. Uploading a file with the same name again. Drag & drop of the same file stores it as Version 2, next time as Version 3 – the file name stays the same, the number in the Version column rises.
  2. Editing online and saving. If you open a file with Edit with File Connector or a Microsoft Office action, teamspace saves a new version when you finish (see Edit files online).
  3. Saving via WebDAV. If you change the file in the connected drive, a new version is created automatically on save. In Explorer itself the history is not visible.

How you reach an old version

  1. Click the Details icon at the right-hand edge of the file row – the detail manager opens.
  2. Switch to the Versions tab. The table shows all versions with the columns Version, Date, File name, File size, Acknowledgement, Versioning, Review. The current version is at the top.
Detail manager of a file on the Versions tab: a table with Version 2 and 1, the columns Date/File name and File size and the Review group; a three-dots menu at the end of each row
The "Versions" tab with the three-dots menu at the end of the row

For each version row, the right-hand edge shows two controls:

  • Download file icon – downloads just this one version locally.
  • Three-dots menu – opens the version actions: delete a version or restore it as the new main version. Using the multi-select, you can also act on several versions together.

Info. If you restore an older version, it becomes the current version. The version number is not reset – the restore creates a new, higher number with the content of the old version. The history stays complete.

Setting the version limit

In the detail manager under Properties → the Maximum number field you define how many versions of a file are kept. Once the limit is exceeded, the oldest version is deleted.

Info. You can set the Maximum number per file – high for contracts, low for temporary notes. At 1, every new version overwrites the old one, with no history. The administrator sets the default value via the configuration.

Versions for documents

Documents such as quotes, orders and invoices are produced by teamspace itself – per document, two files land in the file tab: one without letterhead (for the internal preview) and one with letterhead (for sending). Both are versioned individually.

If you reset a validated document via Activate editing mode and validate it again, a new version of the document PDF is created automatically – you don’t have to upload anything. More on the document lifecycle in Documents: status and rights.

Important. For documents you will rarely delete a version by hand – the files belong to the document history and are needed as evidence. For free files in projects or element areas, deleting a version is uncritical.

Common questions & needs

You want to …How to
Undo an accidental changeIn the Versions tab, use the three-dots menu to restore the older version as the main version.
See who uploaded a versionThe Date, File name column in the Versions tab shows the user name; more in the History tab.
Keep only the latest versionSet Maximum number in the Properties tab to 1.
Regenerate an old document PDFReset the document via Activate editing mode and validate it again.
Download an old versionUse the Download file icon of the relevant row in the Versions tab.