---
title: "Versioning and Recovery of MS Office Files"
description: "In the Lucanet Disclosure Management, MS Excel and MS Word files are saved using the 'Check In' function. When a file is checked in, a new version of the file is created automatically. All versions of a file can be recovered at any time."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/file-versioning-restore
language: en
last_updated: 2023-08-16
---
# Versioning and Recovery of Files

## Overview

In Disclosure Management, Excel and Word files are saved using the **Check In** function. When a file is checked in, a new version of the file is created automatically. All versions of a file can be recovered at any time.

## Office for the Web and Office Native

In **Office for the Web** and **Office Native**, checking in and updating work in a similar way to **Office for Desktop**. The two relevant buttons are located in the Word ribbon on the **DM-Content** tab:

Buttons for checking in and updating in the Word ribbon ('DM-Content' tab)

### Checking In a File

To check in a file:

{% stepper %}
{% stepper-step %}
In the Word ribbon, on the **DM-Content** tab, click **Check In**.

 The **Check-In** task pane opens on the right.

'Check-In' task pane
{% /stepper-step %}
{% stepper-step %}
Enter a comment in the **Check-in message** field.
{% /stepper-step %}
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Click **Check in**.

 Disclosure Management creates a new version of the file. When you check in a Word chapter, an entry is created in the document **History**, from which the version can be recovered.
{% /stepper-step %}
{% /stepper %}

### Recovering a Version

When you check in a Word chapter, an entry is created in the document **History**, from which you can recover a previous version. To open the history of a document:

{% stepper %}
{% stepper-step %}
Click the icon to open the [Detail View of a Chapter](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt/chapter-detail-view.md).
{% /stepper-step %}
{% stepper-step %}
In the detail view, open the document **History** and recover the desired version (see [Detail View of a Chapter](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt/chapter-detail-view.md)).
{% /stepper-step %}
{% /stepper %}

## Office for Desktop

### Checking In a File

To check in a file:

{% stepper %}
{% stepper-step %}
Click **Check In** in the Word or Excel ribbon:

'Check In' button in the Word ribbon

{% /stepper-step %}
{% stepper-step %}
The **Check In** dialog will be displayed:

Dialog for checking in an Office file

{% /stepper-step %}
{% stepper-step %}
You have the following options for entering a comment:
 - Enter a comment in the input field.
 - If helpful, click **Recent Comments** to reuse one of the 20 most recently used comments.
{% /stepper-step %}
{% stepper-step %}
By default, an Excel or Word file that contains errors cannot be checked in. If you want to check in a defective file despite this, activate the **Force Check In** check box.
{% /stepper-step %}
{% stepper-step %}
Click **Check In**.

 Disclosure Management will then create a new version of the file. In the [Cockpit](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt.md), the time of the change will be displayed in the **Word** column.

{% /stepper-step %}
{% /stepper %}
### Recovering a Version

You can open a previous version of the current file at any time.

To recover a version:

{% stepper %}
{% stepper-step %}
Click **Recover Version** in the ribbon.

'Recover Version' button in the Word ribbon

{% /stepper-step %}
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The **Version History** window will be displayed:

'Version History' Word window

{% /stepper-step %}
{% stepper-step %}
Select the desired version in the drop-down list.
{% /stepper-step %}
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If necessary, click **Compare** to compare the selected version of the document with the current version.
{% /stepper-step %}
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Click **Open**.
{% /stepper-step %}
{% stepper-step %}
**Check in** the file **again** to update the values changed since saving the restored version (for example by re-importing the data) if necessary.

{% /stepper-step %}
{% /stepper %}
{% info-box %}
Versions can also be opened from the **History** in the [Detail View of a Chapter](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt/chapter-detail-view.md).
{% /info-box %}