Someone opens a document, deletes the contents, and hits save — without creating a new version. The previous text looks gone for good. NetDocuments’ rollback feature gets it back.
Rolling back restores a document from an automatic snapshot, much like restoring from a backup. NetDocuments takes a snapshot of each document once a day and keeps about 30 of them, so you can recover a recent state even when no manual versions exist.
Before you start — two things to know:
- You need repository administrator access. Rollback lives in the Cabinet admin area. If you don’t have access, reach out to whoever manages NetDocuments at your firm.
- Snapshots only go back about 30 days. Because NetDocuments keeps roughly 30 daily snapshots per document, rollback can’t reach a change that happened longer ago than that. The sooner you catch the problem, the better your odds of recovering the right version.
Step 1: Go To Admin –> Cabinet. Click on Rollback the Document.
Step 2: Enter the Document ID into the blank field.
Type the Document ID into the blank field. Not sure where to find it? See How to Find the Document ID in NetDocuments.
Step 3: Choose the Previous Snapshot and Click Rollback
Warning: Rolling back overwrites the current document in NetDocuments with the snapshot you select. Confirm you have the right Document ID and the right snapshot before you commit.
Rollback is a quick way to recover a document that was overwritten without versioning — as long as you act within the roughly 30-day snapshot window.
If your firm needs help recovering documents, setting up versioning practices that prevent this in the first place, or planning a NetDocuments implementation, schedule a consultation or get in touch with our team.