Records and logbooks
Replace, archive, and restore documents
Preserve history while keeping the current record clear.
- For
- Authorized document managers
- Typical time
- 5 minutes
- Updated
- July 28, 2026
Replacing and archiving keep the active library clear without silently erasing record history.
- 1
Replace instead of duplicating
Use Replace when a new file supersedes the same logical record. Add a change note that explains the revision.
- 2
Inspect version context
Confirm version number, timestamp, file information, and change note before restoring or downloading an older version.
- 3
Archive when inactive
Archive a document that should leave ordinary views but remain recoverable.
- 4
Restore deliberately
Restoring an older storage version creates or exposes a new current state; confirm it is truly the intended source.
- 5
Delete only under policy
Permanent deletion may remove the application record and storage object. Follow retention, legal-hold, and partnership requirements.