Restore an old version of a document in GoFileRoom
You might want to restore an older version of a document if you find an error in the current version, or if the file is corrupted, and your firm doesn’t use versioning in GoFileRoom.
As a GoFileRoom administrator or Records Manager, you can restore documents on your own by following the steps in the Self-service document restoration article. If you run into any issues, use the following steps to gather the necessary information and contact GoFileRoom Support for help.
tip
- If your firm uses versioning in GoFileRoom, you don't need to take the following steps, you can just edit an older version of the document.
- If the document has been deleted, you can ask your GoFileRoom administrator to restore the document.
- In GoFileRoom, selectSearch Documentsto find the current version of the document.
- In the search results, mark the checkbox for the document you want.
- Select document action or right-click the selected document and selectShow Document History.
- Make a note of the 10-digit Document ID.
- In the Document History, look for an older version that hasSaved Documentin the Action column, and make a note of its Date and Time Stamp.importantIf a staff member usedUndo Changesafter editing the document, that document can't be restored to that Date and Time Stamp.
- If the document was previously part of an Engagement Manager engagement, you'll also need to add it back in.
The restored document will have the same indexes as the original, with a new document ID.