Merge Document Versions – Ironclad

This article will provide an overview of how to merge document versions in the Ironclad Editor and while uploading documents.

You can merge document versions in your workflow to facilitate collaboration across your team and minimize errors in versioning.

Merge Versions in the Editor

If you edit a document in the Ironclad Editor while a new version of the document is created by someone else, a notification will appear in the bottom right corner:

Click Review to view the details of their version. The version will appear with their changes indicated.
Click Merge updates to merge the content from their document version to your current version. Click Continue editing to return to your document version.
After the versions successfully merge, a confirmation message with a green checkmark appears in the bottom right corner.
1. If the merge has conflicting content, a notification message with a caution icon appears in the bottom right corner with options to choose what content to include in the current document version. Click the desired contents, then click Done.

Merge Versions While Uploading Documents

When you upload a document that does not include updates that exist in other document versions, this dialogue is displayed:

Click Continue to upload to upload the document, or click Review to see the details of the version differences.

Merge Document Versions FAQs

If I choose not to merge my document version with updated document versions, do I receive a warning?

Yes. You will see a tooltip on the workflow page and the version history page:

NOTE

This tool tip states that the updates that occurred within Version 3 are not included in the new uploaded versions "Version 4."

There is nothing wrong with your document. This only means that your document version does not contain updates that were made in a previous version.

Can I merge document versions after I dismiss the initial version merge option?

Yes. You can use the Compare version functionality in the Version History page and choose Edit from redline to consolidate the differences between document versions.

I'm receiving an error that states '1 recent update conflicts with the previous version'. Why is this happening, and how do I resolve it?

This error occurs when you update a document using Edit Info while also making manual edits to the document near the location of the metadata change. Ironclad can't determine which update to keep, so you must review the conflict and choose which change to retain—either the Edit Info update or the manual edit to the document.