Blissbook gives you a few different ways to look back at older content, depending on whether you are working in a document or on a policy in the Policy Library.
Documents
In documents, there are two ways to look at older content:
Version history for an individual section
Version history for the whole document
View version history for a section in a document
To see the version history for a section inside a document, open the document in Edit mode, click the section’s ••• menu, and choose Version History.
This shows the history of that section’s published versions. It compares each published version to the previous published version and highlights what changed.
Note:
This is version history, not revision history. It does not track every draft edit made by individual users within each version. It only compares published versions.
Each version shows a comparison against the previous version.
The latest draft version is compared to the most recent published version, or if it's new, it's compared to <nothing> which means it appears all green.
Green indicates added content.
Red indicates deleted content.
Yellow indicates a formatting or style change, such as bolding, removing bold, or changing a link destination without changing the visible text.
If you hover over certain formatting or link changes, Blissbook may show more detail, such as the old and new URL for a link change.
Past annotations created on earlier versions also appear here.
You may see a checkbox labeled "Only show versions with changes to text". If you uncheck it, Blissbook will show versions where something changed that did not affect the text itself, such as:
access control changes
image replacements
other non-text updates
Because of that, some version numbers may appear to be skipped when the checkbox is turned on.
New sections or policies added to the current draft
If you add a brand new section to a document, there will not be a Version History option yet in the ••• menu. That's because there's no previously published version to compare it against.
However, you can click the note icon to the left of the new content to back-door into the version history. Since the content is being compared against nothing, everything will appear green. If you later edit or remove text before the content is published, it will still all appear green, because this is a version history, not a revision history, and the draft version is still being compared to nothing.
View version history for the whole document
Blissbook also keeps version history for entire documents.
To open it, click the green down-arrow button next to the green View button on your Home page or Document Library, and choose "View version history".
This shows all published versions of the full document over time.
Note:
Whole-document version history only exists for published document versions.
When you open an older document version, Blissbook shows the document as if you had access to all content.
That means this view is not personalized for access-controlled content such as:
state-specific content
salary-based content
other personalized visibility rules
Each document version also includes a dropdown that summarizes what changed compared with the previous version. This can help you quickly review what was updated in that release.
That summary may include:
content that was Added, Changed, or Deleted
Special or Miscellaneous changes, such as acknowledgement content, help content, branding, and the table of contents.
Clicking links here will take you directly to the affected section so you can open that section’s version history and review the details there. If you see a small memo icon next to an item in the list, that means that item is a policy embedded in the document.
In this whole-document version history drawer, you can also name document versions in case you want to differentiate them from "Version XX".
Viewing personalized versions for a specific person
Whole-document version history is not personalized. If your document uses access-controlled content and you need to see what a specific person saw, go to Reporting instead.
To find a personalized snapshot:
Go to the Reporting page (click Reporting in the main nav)
Find the person and click their row to open their details drawer
Switch to the ACTIVITY tab
Look for document-related events such as:
Added to document
Removed from document
Viewed document
Signed document
From those events, you can open the saved document snapshot associated with that activity.
If you want to narrow the list, you can uncheck the Notified filter to make it easier to find the relevant activity.
Policies
In the Policy Library, there are two separate history tools:
Version History for comparing published versions
Revision History for tracking individual edits
These tools serve different purposes.
Compare published versions of a policy
To compare published versions of a policy, open the policy and open its Policy Details, then look for the Versions section.
Like document section version history, this tool shows differences between published versions using the same red/green diff view.
However, policy version history is more flexible because you can compare any two published versions, not just one version against the one immediately before it.
To do so:
Select a version
Hover over another version
Click the ••• menu
Choose Compare against selected
You can then change the selected versions using the dropdowns at the top of the comparison view.
View revision history for a policy
Policies also have a separate Revision History tool, which shows each individual change on a policy, when they were made, plus who made them.
To open it, click the Revision History button in the policy editor toolbar/menu.
This is the best place to look if you need a more detailed edit trail for a policy.
Note:
Revision History tracks changes made to policies in the Policy Library
It shows the user associated with each edit (hover over a change to see)
By default, each revision is compared against the previous revision entry
Like Version History, it also allows you to compare revisions more directly using Compare against selected (and it's invoked in the same way)
When revision history begins
Revision History only starts once the content exists as a policy in the Policy Library. If you convert a text section into a policy, the new policy’s revision history starts at that point. The text section's versions are migrated with the policy as version history (see above), but will not show in the revision history interface.
If a policy was created in the Policy Library from the beginning, its Revision History will include its full history from the start.