startVersion History
How To

Version History

CCH Document Management
Last update: Reading time 1 minutes
Version Control
    Version History contains details of the history of the document, such as the creation date and details of what was modified.

    Version History

    • To open Version History, open a Client, Contact or Global Documents Centre and then click Version History button in the Properties panel.

    clipboard_e0e48186685b406dbf05faa0b05b8165e.png

    clipboard_e20ebf8452e4dd2439e9a31c9c9a7cf74.png

    In Version History right-click on a document to revert back to an earlier version of the document if needed.

    You can also see Comments if added when a document is checked in

    Rollback to a Previous Version of a Document

    You can roll back the version from the Rollback icon in the ribbon Version Control group:

    clipboard_ec3eb2259ea703976cd15376d7c173d6a.png

    The rollback functionality allows you to revert back to a previous version of a document.

    When you select Rollback in the ribbon, the Version History screen opens and you can right mouse click the document you want to roll back to and select Revert to this Version


    clipboard_ec6417dc22e4af5f5fa531a9c72124fe6.png

    A message appears asking for confirmation that you are sure that this is the version you would like to revert to. Click the Yes button to make the version selected the latest version.

    Reverted.png

    A new version of the document will be created with the comment “Reverted to Version x” where x is the version the user converted from.

    Note: The previously active version of the document will not be deleted.

    Related documents

    CCH Document Management 2025.1: Release Notes
    The CCH Document Management 2025.1 Release Notes detail the installation process using the Central Suite Installer and highlight new software enhancements, particularly for integrating with CCH iFirm's AML, Personal Tax, and Accounts Production products. Key features include enabling document saving, managing document types, setting default assignments, and adjusting monitoring configurations for filing documents. Additionally, troubleshooting tips are provided for issues related to document visibility within a client's Document Centre. The document emphasizes the importance of user permissions and system settings to ensure proper functionality.
    CCH Document Management 2026.3: Release Notes
    Release Notes for the CCH Document Management 2026.3
    CCH Document Management: enhanced training online (10133824)
    This document outlines an enhanced training course on CCH Document Management, focused on customization, delegation, and preferences for document handling. Prerequisite completion of the essentials course is required. The course, lasting 3 hours and delivered via the CloudShare platform, aims to deepen participants' understanding of advanced features in document management. It is designed for document-focused roles, covering topics such as document structure, client document centers, and email filing. Resources for further learning are also provided.
    CCH Document Management: essentials training online (10133823)
    The document outlines a training course for CCH Document Management, a comprehensive system for managing client documentation within CCH Central. Participants will learn to navigate, store, and retrieve documents using a Microsoft plug-in in a GDPR compliant environment. The course is designed for all employees who handle documents, lasts 3 hours, and employs the CloudShare interactive training platform. It includes various topics related to document management structures and offers additional resources for further learning. Completion of CCH Central essentials is a prerequisite for attendees.
    CCH Packs: Document Management Implementation Consultancy
    This document outlines the structure and objectives of an online consultancy session for implementing a document management system, specifically CCH Document Management. The session, lasting up to 3 hours, aims to refine document management processes, set up security measures, and create a standardized letter template. Participation is encouraged from business decision-makers and administrative staff to facilitate smooth implementation. Attendees should be familiar with existing systems and come prepared with relevant materials. The agenda includes reviewing current systems, understanding CCH functionalities, and discussing document management policies. Resources for additional learning are also provided.