How To: View Document Versions in the Documents LWC

The View Document Versions feature in the Documents (S-Docs) Lightning Web Component allows users to view and manage version history for generated documents directly from a Lightning record page.

Each time a document is refreshed or updated using supported actions, S-Docs automatically creates a new version of the document while preserving earlier versions for reference, comparison, and audit purposes.

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Enabling Document Versioning

To allow users to view document version history, versioning must be enabled in the component configuration.

To enable document versions:

1. Open Lightning App Builder.
2. Edit the record page.
3. Select the Documents (S-Docs) component.
4. Enable Show Versions.
5. Click Save and activate the page.

Once enabled, users will see a Versions option next to generated documents in the Documents LWC.

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How Document Versions Are Created

Document versions are automatically created when:

• A document’s data is refreshed using Refresh Data
• A document is updated using the Live Edit feature (if enabled)

Each version represents a snapshot of the document at that point in time.

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Viewing Document Versions

Once versioning is enabled, users can view previous versions directly from the record page.

To view document versions:

1. Navigate to the record page.
2. Locate the document in the Documents (S-Docs) component.
3. Click the Versions option for the document.
4. A list of available versions is displayed on a pop up screen.
5. Select a version to view or download it.

The most recent version is shown as the active version by default.

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Benefits of Document Versioning

Viewing document versions allows users to:

• Track changes made to documents over time
• Compare previous and updated document content
• Restore or reference earlier versions if needed
• Maintain an audit trail for compliance and approvals

Considerations

• Document versions are only visible when Show Versions is enabled.
• New versions are created by Refresh Data and Live Edit actions.
• Versioning does not apply to HTML email templates.
• Runtime Prompts and Job Splitters are not compatible with document versioning.
• Version history is associated with the same Salesforce record.

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Recommended Configuration

For optimal usage:

• Enable Show Versions alongside Show Refresh
• Place the Documents (S-Docs) LWC below the Generate Documents (S-Docs) LWC
• Enable versioning for records where document accuracy and traceability are important

This configuration allows users to generate, update, review, and track documents efficiently without leaving the record page.