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Download or Restore a Previous Document Version

In This Article…

You can download and restore a previous document version from within CosmoLex for Dropbox, Box, and CosmoLex Native Storage App.

Important

When you upload an updated version of the same document under the same name, CosmoLex automatically creates a version history. 

From Matter Details

To download or restore a previous document version:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
  3. From Matters Details left navigation, click Documents.
  4. On the Documents screen, single-click the applicable subfolder.
    The subfolder’s contents display in the section to the right.

  1. Single-click the document to highlight it.
  2. From the toolbar, click Versions.
  3. On the Version History screen, select the document to highlight it.
  4. Take the desired action:
    • Download the Document
      1. Click Download.
        The system downloads the document to your default download location.
    • Restore the Document
      1. Click Restore.
        The Restore Document message box reads: Are you sure you want to restore the document to version (#)?
      2. Click Yes.
        The Restore Document message box reads: Document has been restored.
      3. Click OK. 

From Activities

Important

Google Drive, OneDrive and OneDrive for Business users: Microsoft and Google do not expose versioning APIs. To access prior versions, you need to use your OneDrive or Google Drive account.

To download or restore a previous document version:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Documents.
  3. On the Documents screen, single-click the applicable matter’s folder.
    The matter’s folder structure displays toward the middle of the screen. 

  1. Click the subfolder within which the document is located.
    The folder’s contents display on the right half of the screen.
  2. Single-click the document to highlight it.
  3. From the toolbar, click Versions.
  4. On the Version History screen, select the document to highlight it.
  5. Take the desired action:
    • Download the Document
      1. Click Download.
        The system downloads the document to your default download location.
    • Restore the Document
      1. Click Restore.
        The Restore Document message box reads: Are you sure you want to restore the document to version (#)?
      2. Click Yes.
        The Restore Document message box reads: Document has been restored.
      3. Click OK. 
Updated on March 3, 2022

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