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Question

Version control with Workflow and adding pdf to a word

asked on April 6, 2021 Show version history

Hi,

Using workflow, is it possible to use an existing Word document then enable version control and add a new version to the document? Both documents is in the Laserfiche Repository so we want the existing Document which is a WORD, to remain with the same Entry ID since 3rd Party system has the Entry ID value already. At a certain point, the workflow will expect a Signed Document to come in which will be a PDF and saved in another location within the Laserfiche Repository (Temporarily). 

Step 1: Find existing word document

Step 2: Enable Version control

Step 3: Find the PDF Document we want to add as the newest version of Step 1

 

I have added the below in workflow and done a few tests by adding and removing some activities, the result return the word document as an XML file, I can see under the metadata that the versions has been added.

 

I am able to do this manually when I go to the Word document, open metadata and select version then Select the "upload file and create a new version"

Is this possible?

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Replies

replied on April 6, 2021

You need to download the document from your Find Entry activity and then attach it to the new one. If the target document is under version control, a new version will be created automatically.

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replied on April 6, 2021

Great, Thank you Miruna, that was easy enough. Appreciate your assistance, it works.

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