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Poll: Do you use the Version option in e-Documents?

Yes 3 60%
No No votes 0%
We plan to 2 40%
Total number of voters: 5 ( brianfairchild, KellyC, CH Products, Ann Roos Hayner, nbrown_ITI )
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TOPIC: Document Versioning

Document Versioning #78

Has anyone actually played with the document versioning in batch 340? We have a great need for document management, and were sold the e-document module to meet that need. However, versioning is flawed.

Versioning should allow an administrator to configure the document type to "force" versioning on.

If I create a document and save it as a normal document and not as a draft, if the document type has versioning on, then it should always save it to a new version. Instead I can either "Edit" the actualy current version I am in, or I can create a new version.

The problem I have with this setup is that it is not true versioning. If anyone who has access to the document can go in at any time and edit instead of creating a new version, then what is the point of versioning? If you edit all your previous work is lost.
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Document Versioning #86

  • PKramer
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There are actually settings in e-Synergy that will allow you to control whether intermediate versions of documents are editable. It sounds like you have these settings set to Yes right now which does allow you the option to modify any version of the document.

To adjust these settings in e-Synergy go to:
- Documents --> Maintenance
- Under Layouts select Document - Types.
- Select the document type(s) that you have set up for versioning.
- Under the Document section you will see the options for Edit and Delete.
- Make sure that these settings are set to No.

This way you lock your document versions and force the user to create new versions if they want to modify the document.
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Document Versioning #99

Thank you. That's exactly what I was looking for (no pun intended).
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