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Restore a prior version of a document

You may need to restore a previous version of a document in Engagement Manager if you notice a mistake or issue with the file. Engagement Manager Support may be able to give a previously saved version of a document.
  1. Open the
    Workpapers
     tab and find the document you need to restore.
  2. Right-click the workpaper reference and select
    Properties
    .
  3. Select the
    GoFileRoom
     button and make note of the ten-character document ID.
  4. Select
    History
    .
  5. Find the
    date or time stamp
     you want to restore the file to.
  6. If you're an administrator or records manager, you can restore a file using the self-service document restore tool.

This article applies to:

  • Product: Engagement Manager
  • Subject: Documents

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