Question

Too Many Versions of Document in my User Folder

Updated October 9, 2015

asked on October 7, 2015

When editing records in the RM folder--a page may need to be inserted, deleted, or rescanned, the shortcuts in the "user" folder create a version for each time you "modified" that document. I have a workflow for terminated employees, scan through QF. A user will "audit" the documents for any missing pages, etc. Is there a way to prevent 2 to 3 copies of the same document in the user folder with the shortcuts? A way to turn this off or is it necessary?

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replied on October 7, 2015

I would suggest turning versioning on. The only issue with this is that you cannot turn it off on the specified document. With document versioning you can keep one document and have the multiple versions or edits recorded. You can then go back to a previous version if need. This would prevent multiple documents with the same name with the number appended to it. I'm not sure if you can add a new version to a document using QF.

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replied on October 9, 2015

Well I thought I had versioning on. So I did right click on my RM Folder, track version, hit yes. So I ran a couple of documents through QF to my LF Client. When I am in the LF client this is where I make corrections to the document: insert a page that was missed during scanning, rescan a page, etc. Note: these corrections are being made in the RM Folder. And when I get to the user folder, I'll have 3 or 4 shortcuts of the same document (depending on how many times I edited the doc). I don't want this to happen. Is there a way to stop it? See attached pictures.

Screenshot (229).png (132.74 KB)

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Screenshot (233).png (148.16 KB)

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replied on October 9, 2015

Laserfiche does not automatically make shortcuts when a document is edited. It sounds like you have a workflow that creates these shortcuts? This workflow would have to be updated to either filter out some of the irrelevant changes or wait until the user indicates completion by either setting a tag or updating a field value.

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Too Many Versions of Document in my User Folder

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