Removing Document Revisions

Removing Document Revisions

We recommend users retain no more than 20 revisions on a single document. If you exceed 20 revisions, you may experience issues with accessing the record and a lag in CM performance. This issue is commonly seen with Word and Excel documents. Use the instructions below to manage your record’s revisions.

 

1.       Highlight your modified document in CM.

2.       In the view pane verify the Edit Status and Revisions Number Metadata field are displayed. Confirm the Edit Status is Checked In and the Revision count does not exceed 20.

3.       If the count exceeds 20, you may want to remove some of the previous revisions.

a.       Right-click on the highlighted document, select Electronic and then select Revisions

b.       A new window will display all previous revisions in sequential order.

c.       At this point you can review the revisions if needed prior to removing them

                                                          i.      Right-click on any one of the revisions and select view

d.       Once all but revisions have been verified to be removed, Right-click, select or tag all (to be destroyed), select Delete and then OK to All Tagged Rows.

4.       All tagged revisions have now been removed. It is important to note that although you have removed the revisions from the document the revisions number on the document will not change.

                                                                                                                                                                                                               

For further information or assistance, email the Records Division at Borough.Records.Division@matsugov.us or submit a Help Desk Ticket using the CM Assistance selection.