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Document Versioning

Versioning lets you save changes to a document without overwriting the document or losing that document's history. When version control is enabled on a document, modifications of the document will be saved as new versions, with older versions of the document also retained in the document history. For example, if you open a document that is version controlled and change the value in a field, and then save the changes, a new version would be created with the new field information. The same is true of other changes, such as modifications to pages, electronic files, annotations, templates, fields, or digital signatures.

You can start tracking versions on documents and folders in the app. Once versioning has been enabled, it can't been disabled.

To start tracking versions on a document or folder

Swipe left or right on (or right-click if using a mouse) the entry and press Metadata. Then, press Start tracking versions next to Versions. If you select Start tracking versions on a folder, you will have the option to apply version tracking to all existing documents and/or subfolders inside the selected folder. All new documents created in this folder will have their versions tracked.

To view a document's versions

Right click the document and select Metadata. Or, open a document and press the Metadata button in the bottom app bar.
A link with the number of versions will be displayed next to Version. Press that link.
A list of the document's versions will be displayed. Press the version you want to view. You can also right-click the version to edit its comments or label, revert it, or delete it.

Note: The Start tracking versions option will not be visible if Disable version tracking has been enabled in the Laserfiche Administration Console.

For further help or feedback, please see the Laserfiche Support Site.