Document versioning

If a document is versioned, ALB retains each saved version of the document. If a document is not versioned, the latest version of the document overwrites the previous version and so you only ever have the latest version. Document versioning is available for Word and Excel files.

Implementing your firm's chosen approach

In ALB you have a choice of the following two approaches for using document versioning:

For your firm to use the first approach, your system administrator must first, in Utilties - System Parameters, set Automatic Versioning to Yes. To use the second approach you just need to choose to use versioning at an individual document level when required.

Setting versioning at the individual document level

You would normally set up versioning when you first save a document, see Creating and saving documents, but you can decide to switch it on or off from a later point onwards, via the Document History tab that appears on various ALB screens.

A document that has multiple versions is indicated by in the Files list on Document History. You can compare versions of a document. See Comparing versions of a document.

To switch versioning on or off for an individual document:

  1. On the Document History tab, right-click the document and click Edit.

  2. On Edit Document, check or uncheck the Use Versioning box, as appropriate.

  3. Click OK.

To view versions of a document:

  1. On the Document History tab, right-click the document and click View Version History.

  2. On Document Versioning, select the version you want to view and click View. The version of the document opens.

To delete a version of a document:

  1. On the Document History tab, right-click the document and click View Version History.

  2. On Document Versioning, select the version of the document you want to delete and click Delete. The version is deleted.

 

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