Is it possible to restore a document from a previous Milestone?
Hi Workiva Community!
I'd like to know if there is a way to restore an entire document to a previous version saved as a Milestone. Is it possible to revert the document to that specific point in time while preserving its formatting, structure, and existing links? If direct restoration is not supported, is there a recommended workaround, such as creating a copy of the document from that Milestone? I'd appreciate any guidance or best practices!
Thank you!
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Hi Tatiana Nunes,
Unfortunately, direct restoration to a Milestone is not supported. Previous versions from the History panel are view-only — you cannot directly revert the entire document to that point in time.The recommended workaround is:- Open your document in Workiva
- Navigate to the History panel on the right side
- Open the Milestone (previous version) you want to revert to
- Copy the content from that Milestone
- Paste it back into your current (live) document
Important Caveats to Be Aware Of:- Links will not carry over — any source/destination links from the previous version will need to be manually recreated
- Destination links that were deleted (in tables or text) can be recovered via the History panel using the copy-paste method
Best Practice Tips:- If design assets are frequently shifting, consider enabling the design section and fixing objects to the page to prevent accidental displacement
- For version archiving, the recommended approach is to use Milestones or file copies at the end of each period and continue working in the original file — this keeps smart links, XBRL tags, and data connections intact in the live document
There is an existing feature request to restore a document to a milestone version. I'm happy to add you to the request. The more the merrier!
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