Updating an Electronic File from a Local Copy

You can update the content of an electronic file by opening the associated electronic document in its native application, making the necessary changes, saving them, and closing the document.

Note: For information on how to choose whether to open an electronic file directly or to save a cached version, see Updating an Electronic File.

You can choose to save as a new document or as a new version, to overwrite the existing document, or to discard your changes. If you save as a new document, all of your changes will be saved to the new document, leaving the original document unchanged. If you save as a new version, your changes will be saved in a new latest version of the document, and the original document will be retained in the version history.(If the document is not yet under version control, selecting this option will place it under version control.) If you overwrite the original file, the original electronic file will be replaced with your updated file. (If the document is under version control, you will not be able to overwrite it.) If you discard your changes, you will lose all changes made to it and the original electronic file will not be modified.

Note: If the document is a member of a link group and is not under version control, you will also be able to save it as a new document in the link group.

If yo are working with a checked-out document, your changes will be saved locally and applied all at once upon check-in, regardless of other settings. See Check In/Check Out for more information.

Note: If you are working with Microsoft Office documents, such as .doc files or .xls spreadsheets, you will have a variety of options for saving your electronic documents. See Working with a Microsoft Office Document for more information.

To update an electronic file that has been saved locally

In the Laserfiche Windows client

1. Open the electronic file associated with the desired electronic document.
2. Perform the desired changes.
3. Save your changes and close the Windows application used to modify the electronic file.
4. In the Laserfiche Electronic Document dialog box, select what should happen to the changes saved in step 3.
• Save as a new version of the document:The updated version of the electronic file will be saved as a new version in the version history, with the original state of the document retained as a prior version. If you select this option and the document is not yet under version control, it will be placed under version control.
• Save as a new document:The updated version of the electronic file will be saved as a new electronic document. The electronic file associated with the original electronic document will not be altered.
• Overwrite the existing document:The updated version of the electronic file will replace the original electronic document. This option will not be available if the document is under version control.
• Discard the changes:The changes made to the electronic file will not be kept.
• Save as a new document in the link group: The updated version of the electronic document is saved as a new document, and that document is added as the latest member of the original document's link group. This option will only be available if the document is a member of a link group and is not under version control.
5. Click OK.

Note: If you save your changes as a new document or a new version of the existing electronic document, the field information from the existing document will be assigned to the new document by default.

Related Topics

• Working with an Electronic File
• Viewing an Electronic File
• Updating an Electronic File
• Working with a Microsoft Office Document
• Adding or Replacing an Electronic File
• Deleting an Electronic File
• Generating Pages and Text for Electronic Documents