Information Technology Solutions

Set up Versioning

When you enable SharePoint versioning on a library or list, you can track and manage your information as it changes. Versioning retains changes made to your files. For example, if an older version is more accurate than the current one, you can choose to recover it. (Versioning is turned off by default.)

NOTE:

  • You must either have full control or design permissions in order to enable versioning.
  • SharePoint may store versions for audit purposes or for legal obligations.

Set up versioning in libraries and lists

NOTE: The following directions are the same for a library or list. The images in Step 2 demonstrate how to access versioning in each, but the rest of the images and instructions are the same for both.

  1. Open the library or list where you would like to enable versioning.
  2. On the Library tab, click Library Settings.
    library settings
    OR
    On the List tab, click List Settings.
    list settings
  3. On the General Settings window, click Versioning settings.
    versioning settings
  4. On the Versioning Settings menu, select your options, and then click OK.
    versioning settings menu

Preview and restore version history

  1. Open the library or list where you would like to preview or restore a version.
  2. Hover the mouse cursor next to the file, and then on the Files tab, click Version History.
    version history
    The Version History listing will open for that file.
    version history window
  3. Hover the mouse cursor over the version that you would like to restore, click the drop‑down menu, and then click Restore. Your restored file will become the current version.
    version history window – restore option

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