Working with Versions

Versions allow you to save modifications to a document as a different, but related, document. It also allows you track changes, prevent information loss, maintain different versions of a document for different purposes.

Creating New Versions

A document can be designated as a version in three ways: by saving a newly-modified document as a new version, by importing a file from Windows as a new version, or by designating an existing document as a version of the document. In either case, the document that you are creating or designating becomes the latest member of the original document's version group. If the original document does not have a version group, a new version group will be created for it automatically.

To save an electronic document as a new version

1. Save or check in an electronic document. The Laserfiche Electronic Document dialog will open.
2. Click on Save as a new version of the document.
3. Click Ok. This will open the New Document Version dialog.
4. Under Comments, type any comments you wish to add to the version. If the document was checked out, the check in comments will be provided as a default version comment.
5. Click Ok. The new version will be saved according to your new document preferences.

Designating an Existing Document as the Latest Version

You can add a document that already exists in your Laserfiche repository to the selected document's version group. The document you designate will become the latest version for that version group.

To import a document to a version group

1. Open the Versions dialog for a document in the version group to which you want to add an existing document.
2. Click on Import a new document to become the latest version button.
3. Browse to the document you wish to add to the version group.
4. Click Ok. This will open the New Document Version dialog.
5. Under Comments, type any comments you wish to add to the version.
6. Click Ok. The new version will be saved according to your new document preferences.

To display only the latest versions of documents

1. In the Laserfiche Client, open the Tools menu and select Options.
2. Under Options, select Display latest versions only.
3. Click Ok.