Pin a Document and View Version History

Step-by-Step

1

To pin a file (photos, videos, documents) in a care channel, access a discussion thread in the care channel containing the file you want to pin.

2

Click on the 3 small dots (web) or long press on the file (mobile).

3

Click on Pin Document.

A small red pin will appear next to the file.

4

If we return to view the care channel details, we can see our pinned file.

We can replace this version of the document with a newer version. To do this, click on the 3 small dots (web) or long press on the file (mobile).

5

Click on the option to update.

6

This will create a new thread to notify participants that a new version is uploaded. Write a message explaining the changes and complete the send.

7

In the care channel, we now see the latest version of the file.

To view previous versions of the documents, click on the 3 small dots (web) or long press on the file (mobile).

8

Click on Open File History.

9

You will then see all versions of the file in question.

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