Version History for Policies, Forms, and Documents See what changed, when it changed, and who changed it - across your intranet

Need to prove when a procedure was updated? Want to confirm which version staff were using last quarter? SimplifyIT's built-in version history tools make it easy to track changes to any form, policy, or document across your intranet.

Whether it's for internal audits, NCUA or FDIC compliance, or simply better operational control, version tracking gives your team a reliable record of exactly what changed - and when.

Looking to manage policy ownership and notifications too? See our Change Management for Financial Institutions page for tools that go beyond versioning.

Automatically Tracked Versions

Each time you update a file or page, a new version is saved. You don't need to remember to click 'Save As' or rename old files - your intranet handles versioning for you.

Staff always see the current version, while admins can view or restore prior versions at any time.

Audit Trail With Editor Details

Your version history includes timestamps and editor names for every change. That means you can answer questions like:

Who updated the loan procedures on May 12?
What changed in the new expense reimbursement form?
When did the old marketing rates table get removed?

Restore or Compare Previous Versions

If a mistake is made or something gets overwritten, you can instantly roll back to a previous version. You can also compare old and new versions side by side to see exactly what changed.

This is especially helpful for compliance teams who need to document procedural evolution over time.

Integrated with Form and Document Management

Version history works across all SimplifyIT modules - including forms, document management, files, and even homepage widgets. Every item that can be edited is versioned automatically.

Why It Matters for Credit Unions and Banks

Financial institutions face strict documentation and record-keeping requirements. Version history helps demonstrate due diligence, reduces risk, and supports better internal control. It also makes reviews and audits less stressful - because the information is already there.

Want to see how this fits into a full policy update workflow? Explore our form automation tools for collecting acknowledgments and triggering alerts.

Common Questions

How many versions are stored?

You can configure how many versions to keep, or store them all indefinitely. Most institutions keep the last 10-20 versions, but some archive everything.

Can we compare versions side by side?

Yes. For editable content like text documents or forms, you can compare changes visually - showing additions and deletions.

Can we restore a prior version if someone makes a mistake?

Absolutely. Restoring an earlier version is easy and can be done by administrators or editors with the right permissions.

Is version tracking available for uploaded files like Word or PDF?

Yes - even uploaded files like PDFs or DOCX documents are tracked with version metadata and timestamps.

Try It on Your Own Intranet

Version tracking is included in every SimplifyIT deployment - hosted or on-premise. You don't need SharePoint or complex file systems to get accurate, auditable records of change.

Watch a quick demo or book a walkthrough to see version history in action.