WorkSite help part 1
Saving an attachment on an email as a new version of your document in WorkSite
This is the first in what may become an occasional series. A series of tips and tricks for software found in the Legal industry. The aim is to try and explain some of the more useful features of these pieces of software using common social media sites (like YouTube).
Today’s post is to show how you can use a very well hidden feature of Interwoven’s WorkSite 8.x to save an email attachment into the DMS (Document Management System) as a new version of your original document.
For example, you send a v1 draft out to the client for comment, he/she returns a marked up Word version that you would like to store in the DMS as v2. You can then work on v3 maintaining a full history of the document in the DMS.
Can someone please tell me how to save a doc as a new version? I didn’t find where the very well hidden feature is!
With WorkSite integrated into Office this is achieved by selected Save As from the File menu in Word/Excel. You then get the option of Saving into WorkSite as a New Version, as a New Document etc
I am not getting that option. I think the name had been changed and it is looking at it as a brand new document. Not sure how to affiliate it back to our system doc.
You then need to locally save the document onto your desktop or my documents. Make sure the document which you wish it to be a new version of is not checked out. Close the document you have now locally saved. Go into Outlook, and click on the worksite document. Go to Filesite, Import as New Version, navigate to your locally saved file, approve the properties, click Ok, Refresh, and then you should see this a new version of your worksite document appear.