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ILTA Tip of the Week - iManage (ver. 8.5 and up) - Versions

By ILTA Tips posted 08-15-2016 11:24

  

Question: I have a document with several versions.  How do I file various versions in separate folders?  For instance, I have document 00000.1 and 00000.2.  I want to move version one in a folder called “Obsolete” and keep version 2 in a folder called “Drafts.”  When I drag or move version 1 into the Obsolete folder, both versions end up in the folder.  So what is happening, new documents are being created and named as v2, v3, etc.  I began relating the documents to each other to keep track but am hoping there is a solution to make that happen without going to all the trouble of creating new documents.

Answer:

Leave the versions where they are, but create a shortcut to them in the other folders. Remember that folder locations are essentially just searches.  Right click on the document, and choose “Add to Folder”. It is the SAME document, just showing up in both folders.

Alternatively, create a new document for each new version and relate it to the original. (How to Relate Documents will be next week’s tip!).

Maritta

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