Versions

Versions are a metadata type in Laserfiche that provide a way to 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.

A document's prior versions are saved in the document's version history. This allows you to retain and review older versions of a document, compare the differences between two versions, or revert to an older version if you want to discard changes. You can also copy an old version and paste it as a new document, or export it to your desktop.

Note: While most elements of a document will be saved in the version history, properties that apply to the entire document cannot be stored in the history. See Information Stored in the Version History for more information.

You can also save comments and labels on individual versions of a document. For example, you could use a comment to summarize the changes you made to a document, or you could use a particular label to mark that a particular version is "pending approval" or "final." These comments can later be searched.

Note: If your Laserfiche Server is licensed for digital signatures, you can also sign, view and validate signatures on a per-version basis. See Versions and Digital Signatures for more information.

Important: The feature known as versions in Laserfiche 8.2 and prior is now known as link groups.  You will find your pre-Laserfiche 8.3 versions in the Links section of the Metadata dialog box. Versions in Laserfiche 8.3 and later are a new feature with expanded features and functionality. Unlike versions in Laserfiche 8.2 and prior, versions are stored within a single document, rather than as separate documents. See Versions and Link Groups for more information.

Related Topics

• Enabling version control
• Viewing and modifying document versions
• Creating a new version
• Version comments and labels
• Comparing versions
• Reverting to a version
• Deleting a version
• Exporting or emailing versions
• Copying a version
• Versions and link groups
• Performing version searches
• Versions (Laserfiche Administration Guide)