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You already know how to save documents in eWay-CRM. What if you make changes in a document and want to store both the original and the new versions? Here is how:

  1. Click Documents tab on an item card.
  2. Documents Tab on Project

  3. Double click on a document to open it.
  4.  

  5. Make changes and click Save to eWay-CRM in the top right corner.
  6. Save Word Document to eWay-CRM

  7. Click Yes in the pop-up window.
  8. Rewrite Older Version of Document

To find revisions, right-click on a document and select Open in eWay-CRM.

Open Document in eWay-CRM

Click on Show Revisions in the ribbon.

Show Revisions

In the pop-up window, you can find the number of revisions, who created them and when they were created. Double-click on any version to open it.

History of Revisions

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.