One of the most common problems encountered in organizations with large numbers of documents is that of version control. All too often, multiple people are all working on a document at the same time. The difficulty, of course, comes when they all try to save their changes. In such cases, whoever saves their changes last, "wins" and overwrites everyone else's work. Version Control is one of the basic functions of the infoRouter Document Management Software.
infoRouter prevents this from happening by enforcing document integrity. In order to edit a document, you must first check the document out. While you have it checked out, other users will still be able to view the document, but they will not be able to edit it.

Note that checking a document out is subject to document security.
infoRouter retains multiple versions of a document. Every time a document is checked out, edited and checked back in, infoRouter creates a new version is created.

infoRouter retains all versions until the owner of the document decides to clean up previous versions. When you open a document, infoRouter will always display the latest version of that document making it virtually impossible to work with an older copy.

Viewing previous versions:
  1. Click on the "Properties" icon in the "Action" column next to the document.
  2. Click on the "Versions" link.
  3. This will display a new window showing a list of the different versions.
  4. Select the specific version from the list.
  5. Click on the document version you wish to view.
Restoring a Document to a Previous Version:
  1. Check the document out.
  2. Click on the "Properties" icon in the "Action" column next to the document.
  3. Click on the "Versions" link.
  4. This will display a new window showing a list of the different versions.
  5. Select the specific version from the list.
  6. Right-click on the document version you wish to restore and choose "Save Target As".
  7. Save the document to your desktop or workstation.
  8. Close the "Versions" window.
  9. Click on the "Check In" icon in the "Action" column.
  10. When prompted for a new version of this document, select and upload the previous version you saved to your desktop.
  11. This will effectively take the older version, and check it back into the system, making it the new latest version.
Deleting Versions:
  1. Click on the "Properties" icon in the "Action" column next to the document.
  2. Click on the "Versions" link.
  3. This will display a new window showing a list of the different versions.
  4. Select the specific version from the list.
  5. Click on the "X" link to delete the version.

Next Topic is Creating Documents




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