This Help topic refers to the following versions;
þ Enterprise þ Professional
DocuXplorer allows users to track revised versions of a document. Versioning can set as a system default by the System Administrator from the Tools/Options/Document Defaults Tab. Versions created in DocuXplorer are complete copies of a document with the new revisions to the document attachment.
To change the number of versions allowed as an application default :
In the <Tools><Options> dialogue select the Document Defaults item
Change the Maximum Number of Versions Allowed number as desired
Click Save and Close
To change the number of versions allowed for a particular document use the Document Properties dialogue box:
To access a document’s versions:
Highlight the document in the Folder contents Window
Right Click to bring up a drop down list and choose Show Document Versions
Choosing Show Document Versions will change the Folder Contents Window to the Document Version Window.
The Document Versions Window will show you the version’s date and time of creation; its version number, and the version author. Use the right click menu in the Document Version Window to manage the version of a documents.
When the number of versions created has reached the limit you have set the oldest version will be deleted. If you do not wish to lose your original document set the number of version for document high enough for it not be deleted (i.e. set the number of versions to its maximum, 99 and delete middle versions so you never go beyond the 99 version allowed for a document).
Convert any version on the list to PDF by selecting it and clicking on the Convert Document to: PDF item.
To go back to the normal view of the Folder Contents Window click on "Hide Document Versions".
Deleting Versions
You can delete individual versions of a document from the Document Versions Window by right clicking on the document and choosing Delete from the drop down menu. If you delete the top version listed in the Document Versions Window the version previous to that will become the version displayed when opening the document in the Folder window.
Deleted versions of a document are not moved to the Recycle Bin.
Deleting a document with versions from the Folder window will either delete or send all versions of that document to the Recycle Bin depending on the properties chosen for that Cabinet.
Tip:
Converted documents with multiple versions will store the original versions in their original format only the latest version will be converted to PDF.
