Saving a version

During a co-authoring session, when you are editing a document in Microsoft Office Online you may want to save a version to Objective ECM. This is useful when you want users, who are not part of the co-authoring session, to view the changes made to the co-authored document. This does not impact the co-authoring session.

When you save the document, a new version is created and the document continues to be in the edit mode.

Important:  If you are editing a very large document, it might take some time for your changes to be saved in Microsoft Office Online. Ensure that your changes are saved before saving a version to Objective ECM.

  1. In Objective ECM, go to the document being co-authored.

  2. Select more then Save Version.

    The Save Version dialog box is displayed.

  3. Enter a reason for saving the version, if required.

  4. Set your publishing options.

    1. To save the document version as published, tick the Immediately publish checkbox.
    2. To identify the version as a record in your organisation, tick the Set corporate value checkbox.

  5. Select Save.

    You will not notice any change as the document will continue to be in the Edit stage. However, when you look at the document version on the Content pane, you can see that a new version was created when you saved the document. The version number of the document you are editing will depend on whether you chose to publish the document. For example, if you were co-authoring version 2.1 of a document, saving as draft increments the new document to 2.2 and publishing it makes it version 3.1.