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Question

Versioning or Checking Out

Laserfiche Web Client Version 10
Updated September 10, 2019
asked on September 9, 2016

Okay, I have a small issue. Sometimes when we check documents out and check them in as a new version it doesn't save the changes that we made. It creates the new version but it doesn't save any changes. Any idea what might be happening? We have tried this process in Web Access and the client.

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Replies

replied on September 12, 2016

Hi, Chynna,

 

Could we get a few more details about your problem? 

  • Is this issue present for all users, or only specific users?
  • Does it happen only for certain types of entries? (PDFs, Word docs, etc)
  • Also, what kinds of changes are you making on the entry?
    • If you are making changes to the electronic file, it's possible that you are not regenerating tiff pages when the entry is checked back into the repository.
  • Lastly, could you provide us with the Web Access, client, and Laserfiche server versions you are using? 

 

Thanks!

 

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View 5 previous replies
replied on September 12, 2016
  1. As of right now, I am noticing it or only me. And it's sporadic.
  2. I am working with Word documents.
  3. I am change formats to procedure we have. So the entire structure of the document is changing.
  4. I am currently working with Verison 10 of everything. 
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replied on September 12, 2016

Are you using Laserfiche Snapshot to generate pages on the Word document? If not, then you would have to open the document again in Word to see your changes, correct?

Because it is sporadic, it sounds like you might be uploading your old working copy of the document back into Laserfiche.

If you use Web Access's Web Office plugin, the Check In action in the Laserfiche Tab will prompt you if you want to delete the local copy.

If you are checking documents out/in a lot, then it can be very difficult to manage multiple versions on your local machine. I would recommend that you delete the local copy (Yes in that dialog) in order to avoid accidentally uploading old versions.

 

Hope this helps!

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replied on September 12, 2016

Alex,

The document has pages generated but it still opens within Word. I am not sure if that is was you are asking.

I normally check the document out within Laserfiche. Than i make the necessary changes. I use the check in button on the ribbon. Then I delete the local copy. On some documents I have had to do this process multiple time in order for the changes to show up.

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replied on September 12, 2016 • Show version history

Sorry if that was unclear, to clarify: My question is, how are you verifying that your changes are not showing up?

 

Web Access will only generate Tiff images of your Word document if you use Snapshot. If the Word document was Snapshotted, and then you Check out the document and make changes, then the Tiff pages will not get updated when you Check In your changes. So if you opened your entry in the Document Viewer to verify your changes, you would still be looking at the old pages. You would need to Snapshot the Word document again to update the Tiff image.

 

As I mentioned above, if you have not ever Snapshotted the document, then you would have to open the document in Word in order to verify your changes. You can generate Text from Word docs when they are imported into Laserfiche. In the Document Viewer, try opening the Text Pane, and see if your changes are reflected there.

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replied on September 12, 2016

Okay...In order to check for changes, I open the new version that was created from checking the documents back in. The document opens in Word not the Document Viewer. These are not Tiff images.

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replied on September 12, 2016

Great, thanks for checking that. Just for future reference, if you want to open an entry in the Document Viewer that doesn't have pages, you can right click the entry and select Pages.

 

There will be no Tiff image but you could look at the OCR'd text in the Text Pane.

Unfortunately, I was unable to reproduce the issue that you described (since it was sporadic for you, I tried multiple entries). If you open a support case with your reseller, we can take a closer look. I'm sorry we couldn't find an immediate resolution for you.

Cheers!

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replied on September 13, 2016

Okay...Once I find one that creates the issue I will ask our VAR to open it up.

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replied on September 10, 2019

I think I replied to the wrong part of the post:

 

Hello,  I am having the same issue:

  • I'm logging into webclient version 10.3 (10.3.1.51)/ Repo Access version 10.3.0.242
  • As a user, I check out a PDF, add/ replace pages to PDF locally on my computer, check back in as new version but it doesn't reflect the changes I made UNLESS I go Display Options: View PDF. 

For our use case, we're using the updated version file as an attachment being sent to another firm to process, so it needs to reflect the updates we made but for Compliance reasons, also have the original version archived (hence why we can't override the previous version). 

 

How can we get the latest version to automatically show the file when we open/ attach it to email activity in workflow? Or how do we need to update the email activity in WF to attach the PDF version?

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replied on September 10, 2019

Hello,  I am having the same issue:

  • I'm logging into webclient version 10.3 (10.3.1.51)/ Repo Access version 10.3.0.242
  • As a user, I check out a PDF, add/ replace pages to PDF locally on my computer, check back in as new version but it doesn't reflect the changes I made UNLESS I go Display Options: View PDF. 

For our use case, we're using the updated version file as an attachment being sent to another firm to process, so it needs to reflect the updates we made but for Compliance reasons, also have the original version archived (hence why we can't override the previous version). 

 

How can we get the latest version to automatically show the file when we open/ attach it to email activity in workflow? Or how do we need to update the email activity in WF to attach the PDF version?

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