Document version control is a critical aspect of document control, which ensures that the most up-to-date and accurate documents are being used in any organization. Without proper version control, organizations may struggle to manage multiple versions of the same document, resulting in confusion and errors.
Document version control is a process used to manage and track changes made to a document over time. It allows multiple users to collaborate on a document while ensuring that the most recent version is always available and that previous versions can be accessed if needed.
Version control is important in documents because it allows you to track changes, see who made what changes, and roll back changes if necessary. This is especially important for documents that are shared among multiple people.
The most popular way to maintain version control of documents and files is using a revision control system. It’s the best way to manage changes and track who made what changes and when. Document control software is used in software development and many other fields, but they’re particularly helpful for managing documents.
If there are no document version control guidelines and best practices to be applied, individuals will typically have their own different and unique ad-hoc methods of monitoring versions. It’s easy to see how this may swiftly lead to chaos and confusion.
Document Version Control Guidelines and Best Practices
To properly manage multiple versions, you must specify a naming convention for documents that include the version number. Minor and major indications, such as 0.1,0.2, or 1, should be included in version numbers. Finally, the document version control table is included.
Effective version control of your documents and files is important when creating documents and other records that are subjected to extensive modification and redrafting. Without it, you risk working on old versions, losing track of document revisions, and ultimately reducing staff productivity.
Ultimately, you should change the document versions manually whenever a modification on that document is needed regardless of whether it is a minor or major update. In the absence of a system, this will allow you to keep track of all modifications made manually.
The key guidelines for effective document version control are:
1- Naming conventions
Among the top document version control guidelines and best practices is to have a standard naming convention across all aspects of your organization.
Effective file version control can be used to help writers maintain their files and track changes. It can be used to keep track of old versions, revisions, comments, and other things that the writer may want to keep in mind.
At the most basic level, you may utilize file naming standards to indicate the current version of the same document. Along with the subject, use the document’s file name to establish the version and status, for example:
- Records Retention Procedure_v0.1
- Records Retention Procedure_v2.1
2- Version numbers
We will go through this area in greater detail in the following section, but as a general rule, a document must exist to manage the document version number reflecting both minor and major updates.
If your company works with other companies, you should coordinate with them to use the same version numbers on documents to make the process easier and less complicated.
Good document versioning is considered among the top document version control best practices that organizations need to follow.
3- Document version control table
To label a version of documents, most of us add a document version control table at the beginning of each created document. The document version control example below will define the different document versioning, the creators of each version, the creation date, and who approved it in case approval is required.
|0.1||Haissam Abdul Malak||14-Nov-2021||John Doe|
|0.2||Haissam Abdul Malak||16-Nov-2021||John Doe|
|1||Haissam Abdul Malak||20-Nov-2021||John Doe|
Document Version Control Examples
Organizations usually provide document version control numbering best practices for employees to follow in order to maximize the efficiency of the version control process.
A common best practice in document version control is the use of numbering systems to clearly indicate the version of the document, such as the decimal point system mentioned earlier.
Another effective practice is the use of document version control templates, which define the format and details of version control for specific document types. Such templates ensure consistency and accuracy in version control across all documents.
Document version control software, such as Git, SVN, or SharePoint, can automate the version control process, track changes made to documents over time, and provide a central repository for all versions of the document.
We usually number the versions depending on the modifications to be implemented. For example, when a draft of a document is completed and available for review, the minor version number should be incremented, for example, from 0 to 0.1, 0.2, 0.3, until a finished version is ready, at which point the major version number is incremented to 1, and so on.
Some documents will simply require the most basic procedures, such as naming conventions, but more complicated and formal publications will require a version control table.
However, for approved documents that go through various phases of production before reaching a final version, and for those that are generated with input from multiple persons, you may choose to use version numbers to keep track of both small and important changes to that document and manage version history.
There are two types of version numbers: major and minor (some will call them Version and Revision).
Minor Version Number: Minor changes made to a document, such as grammatical or spelling errors. Increase the decimal number to signify minor modifications to a document. (0.1, 0.2, and so on)
Major Version number: Major modifications are alterations to a document that necessitate its re-approval. Major changes are expressed by increasing the full number by one.
When we begin modifying documents, we must append a new version number to the end of the file title in order to better identify which version we are working on.
That is why document version control numbering best practices are essential. Without it, you risk team members utilizing the incorrect version and wasting time re-reviewing and re-editing the proper version.
Why is version control of documents important?
Document version control ensures up-to-date and accurate documents, improving collaboration, efficiency, quality, and security in management systems.
When we generate a document, we normally alter it and send it out for review as many times as we need to in order to have the final official document ready. To reduce the possibility of employees working on the erroneous version number, losing a document, or replacing other colleagues’ work, this process must be managed with care.
An effective version control method clearly defines the guidelines and best practices that must be followed by all employees in a company from the initial modifications of a revised document to the final official draft. It is part of a wider document control strategy that should be maintained in order to effectively manage documents during their lifecycle.
Document versioning may be done manually, which requires employees to manually define the version number depending on the procedure (if one exists), or it can be totally automated by utilizing a document management system or an enterprise content management system.
Using a system to verify that the document version control guidelines are correctly performed would, of course, reduce the risk of mistakes and ensure that we are working on the current version of the document.
How Document Version Control Tools Can Help You with 5 Amazing Use Cases
Some of the most common use cases of document version control are:
- When you need to share a document with multiple people, but don’t want anyone to make any changes without your approval;
- When you need to store different versions of a document for future reference;
- When you need to store your personal notes or drafts for future reference;
- When you’re collaborating with others on a single project or project proposal, and want everyone to have access to all the same information;
- When you’re working on a project with multiple people, but don’t want them copying each other’s work by accident
How Can a DMS or ECM Assist?
A document management system contains all of the capabilities required to assist you in managing guidelines automatically.
Most systems will automatically display the latest version of the document, assign a version number based on your preferences when a modification is made, lock the document as it is being changed, and, most significantly, offer a full history of all activities on the document.
Document management version control is effective and reduce manual errors that can happen by mistake.
Locking While Modification
When a document has to be updated, it must first be locked from the system.
When you check out, the solution will automatically lock the document to prevent it from being modified by another colleague. It also displays a label indicating who is checking out the paper. If the document has been checked out for a lengthy period, you might ask the employee for further details.
Auto-Version Number Increment
When the document is modified in the system, the new version number is automatically updated based on specified preferences. The user must decide whether the modification is major or minor.
Some of the systems on the market may provide a comparison of different versions based on metadata and complete document change history. This is critical for future audit trails and follow-ups.
A full audit trail is a detailed record of all modifications and activities performed on a file. This information is far more extensive than simple document versioning. When a file was successfully and unsuccessfully accessed, workflow history and a record of modifications all contribute to a more complete picture of a file’s history.
Rolling Back To Previous Versions
Certain roles in the system have the potential to roll back to the previous version. That is, if you want to go back to version 2 and make it the active version, you can do it in a few clicks and it will be available to everyone.
A robust document management version control is essential within organizations to maximize the efficiency of document generation.
What is the document version control policy?
A document version control policy is a set of rules and procedures that dictate how document versions are managed. The purpose of this policy is to ensure that only the most current and accurate versions of documents are used and that older versions are archived in a way that makes them readily accessible if needed.
What is version control for documents?
Version control is the process of managing changes to a document. It can be used for any type of document, but it is most often used for documents that are changing frequently, such as software code. It can be done manually or with the help of a computer program.
Why is version control important in documents?
File version control is important in documents because it helps you track changes made to the document. This can help you go back to an earlier version of the document if needed.
How do you keep track of document revisions?
There are many ways to keep track of revisions on a document. One way is by using the Track Changes function in Microsoft Word. Another way is by using Google Docs and having the document saved in real-time. You can also use a shared drive or Dropbox to store your documents and share them with others for collaboration.