How to Access the Microsoft Version History

Link to Video Guide: https://youtu.be/40ydwAMLk3c

This guide shows how to locate the Microsoft Word Version History option for a document opened from a matter’s Correspondence tab in Yao.

Prerequisites

• A matter with a document already saved to its Correspondence tab.

Steps

1. Open the matter. From the Yao dashboard, click Matters in the left-hand menu, then select the matter you want (for example, “Sale of 2 The Granary”).

2. Go to the Correspondence tab. On the matter page, click the Correspondence tab.

3. Open the document. In the Correspondence list, click the document you want to check (for example, “Letter to Client”). The document opens in Microsoft Word.

4. Click the File tab. In Microsoft Word, click the File tab at the top left of the ribbon.

5. Click Info. In the menu on the left, click Info.

6. Locate Version History. On the Info screen, the Version History option is shown, labelled “View and restore previous versions.” This is where you access the document’s version history.