Documentation / Assets

Revisions

How TrialStack presents revision documents as a distinct workflow from the main document library.

Document revisions tab showing revision packages linked to a document. Document revisions tab showing revision packages linked to a document.

Keep derived document work visible

flowchart LR
    Source[Source document] --> Revision[Revision]
    Revision --> Approval[Approval]

Revisions are for document work that should stay visibly connected to a source record while still having its own path forward.

In the product

Document revisions tab showing revision packages in light mode. Document revisions tab showing revision packages in dark mode.

The revisions tab lists each derived package with its revision type, version range, and source template.

Create revision dialog in light mode. Create revision dialog in dark mode.

Creating a revision starts by choosing the template plus the source and target versions that define the comparison range.

Compare versions panel showing field-level differences before creating a revision package in light mode. Compare versions panel showing field-level differences before creating a revision package in dark mode.

Teams can compare the selected versions before generating the revision package so the branch stays reviewable from the start.

Separate the source from the derived work

That distinction matters because teams often need to evolve a document without blurring the current source record and the new in-progress path.

Use revisions when the branch matters

Use a revision when:

  • the team needs a derived path from an existing document
  • reviewers need to understand how the new work relates to the source
  • sign-off may come later, but the first problem is keeping source and derived work distinct

On the workflow

The revision model keeps three things visible:

  • the source document
  • the derived revision work
  • the possible handoff into approval once sign-off matters

Keep the distinction crisp

Revisions are not the same as approvals. A revision governs derived work on the content itself. Approval governs formal review state around the resulting content.