Processes change, and the people relying on them need to trust that what they're reading is current and correct. Waybook keeps a full history of every step and document, so you can see who last updated a step, compare current and historic versions word by word, and revert to an earlier version in one click.
Whether you're undoing a rushed edit or showing an auditor exactly when a process was reviewed, the record is already there waiting for you.
Step Revisions
Step Revisions track changes to individual steps within a document. Every edit is logged with who made it and when, so you can review a step's history and roll it back if an edit didn't land as intended.
To review changes with Step Revisions:
Open the document and head to the step you want to review.
Click the three dots in the top-left corner of the step.
Select Step Revisions.
Review the timeline of edits, and press Compare to see what changed between two versions.
To restore a previous version, select it and press Revert.
Comparisons highlight added and removed words individually, so you can spot the change without rereading the whole step.
Version History
This feature is available to all Waybook Pro teams
Version History works at the document level. Where Step Revisions show you the history of one step, Version History lets you compare two versions of an entire document and keep a record of the comparison.
To compare versions with Version History:
Open the document you want to review.
Click the Settings icon for the document.
Select Version History.
Choose the versions you want to compare. You can compare the current working version with any previous version, or compare two previous versions.
Review the changes. Added and removed words are highlighted, just like in Step Revisions.
To keep a copy, export the comparison as a PDF.
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Exporting a comparison as a PDF gives you a dated record of what changed and when. If a client or auditor asks for evidence that a process was reviewed, that's the file to send them.
Comparisons in Approval Processes
If your team uses an approval process, the same comparison view appears on the approval pages. Reviewers see exactly what changed before they approve, so sign-off is based on the edits themselves rather than a summary.
Learn more about document reviews and approvals.
Questions about tracking changes? Our support team is here to help!