Question

What are the best practices for saving documents under version control?

Updated November 7, 2016

asked on April 23, 2015

With a document (Word, Excel, Access) under version control, if a user chooses "save" to save changes (not saving as a new version yet, still in editing process), the changes are not saved and when the document is closed, user does not receive prompt to "save as a new version," changes are lost when doc is re-opened. Does user HAVE to choose "save as a new version" every time they want changes saved? Sometimes users just want to save changes along the way (best practice) while editing. For instance, they are working on a document, they "save" changes, have to go to a meeting, then return to work on the document. Changes are not saved. What are the best practices for saving documents under version control?

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replied on April 27, 2015

Hey Kathy,

Thanks for the question.

I just did some testing on my setup here and I am experiencing different behaviour to you. For example, when I go to close the document (I was using Microsoft Word), I am always prompted to either Save (as a new version, or a new document) or discard my changes. Therefore the only way for me to lose my changes is to close the document and select Discard.

What version of the Laserfiche Client are you using? (This is in the Help > About tool in the Client)

Is this also occurring on other machines or just one machine?

I would recommend uninstalling the Laserfiche Client on this machine, and then reinstalling it again. This should re-install the Office Integration. Let me know if this doesn't help you.

Thanks,

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replied on November 7, 2016

I am also experiencing this issue. It is intermittent, but very frustrating. I am using Word 2016 and Laserfiche 9.1.1 Service Pack 2 (9.1.1.584). Since this is happening so often to me I am hesitant to have my users use this feature.

I find that if I close and reopen the client it will solve the problem for a while, but then the problem starts again. This is not a good solution and will certainly frustrate users.

Any other suggestions besides a reinstall?

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replied on November 7, 2016

Office integration tries to save a new version until the document is closing, all the changes before are considered as intermediate. If people wants to save as new version, the button in the ribbon is a good choice, it generates a new version immediately.

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What are the best practices for saving documents under version control?

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