Versioning is used to update the content of na exisiting (basic) document. After versioning basic document becomes an old version and a new version of a basic document is created.
The latest version of an document is valid, versions can be cancelled.
Versioning can be performed:
- In scanner room
- On open document
- In capture window
- From basic document created with MS Office or from e-form (created with EBA developer tools)
Example:
Unsigned dispatch advice is stored in EBA DMS. When signed dispatch advice is received and imported in EBA DMS, a new version of unsigned dispatch advice is created and signed document becomes valid.
Versioning in scaner room
In scanner room a document is waiting to be processed. Enter the searching criteria in searching line in upper right corner. In our case a document number is entered:
Search result is displayed in the pop-up window. Choose the base document:
Search line turns green. At the end of the search line, select New version:
Signed dispatch advice in scanner room becomes a new version. Versions of the document can be viewed in tab Versions:
Cancelling versions in scanner room is disabled. You can either delete a document in scanner room or cancel versions after sending a versioned document from scanner room.