Snapshots
A snapshot is a frozen, labeled copy of your work, saved with the project.
What a snapshot is #
A snapshot freezes a document exactly as it is at one moment. It has a label you choose, like "Issued for permit" or "Sent to the owner", and it never changes after that.
Use snapshots for "as issued" records. The live document keeps changing as you work; the snapshot stays the way it was.
Snapshots are saved with the project. Everyone on the project can see them, both in the tool and on the account page. (Work that only its owner sees, like a timecard, keeps its snapshots private to that owner.)
A document has to be saved in a project before it can have snapshots. If it's only on your computer, push it to a project first.
Where to find them #
Every tool has a Share / Snapshots button. It's the last button on the right of the toolbar. It opens the Share & snapshots window: a calendar (in tools that publish one) and the live link at the top, then one row per snapshot with its name, when it was taken and by whom, the theme it opens in, its link switch, and View / Restore. More actions are under ⋯ at the end of the row.
Click off the window, or press Esc, to close it.
Take a snapshot #
- Open Share / Snapshots.
- Type a label, like "Issued for permit".
- Click Take snapshot.
The snapshot appears in the list with the time it was taken and who took it.
In tools that can save a view, you can tick With my view first. See Saved views.
View a snapshot #
Click View next to a snapshot to open it read-only. Nothing you do there changes the snapshot or the live document. The banner at the top offers Restore and Copy if you need them.
Rename a snapshot #
Click the snapshot's name in its row and type a new label; it saves when you click away or press Enter. Renaming changes only the label. The frozen contents stay the same.
Delete a snapshot #
Click ⋯ at the end of the row, then Delete, and confirm. This removes the snapshot from the list for everyone on the project.
Deleting doesn't erase the work. The version stays in the document's version history.
Who can do what #
- Editors can take, rename, delete, restore and copy snapshots.
- Viewers can see snapshots and open them, but can't change them.
Related #
- Restore and copy: roll back to a snapshot, or start a new document from one.
- View-only links: share a snapshot with someone outside the project.