Document versioning template




















Document collaboration and coauthoring. Video: Coauthor Office files. What is AutoSave. Turn on AutoSave. Need more help? Expand your skills. Get new features first.

Was this information helpful? Yes No. Thank you! Any more feedback? Check-out and Check-in are the methods by which users can better control when a new version of a document is created and also comment on changes that they made when they check a document in.

You configure settings for the content governance features discussed in this article in document libraries. To share these settings across libraries in your solution, you can create document library templates that include your content governance settings.

This makes sure that new libraries will reflect your content governance decisions. For more information about versioning, see Enable and configure versioning for a list or library. The default versioning control for a document library depends on the site collection template. However, you can configure versioning control for a document library depending on your particular requirements.

Each document library can have a different versioning control that best suits the kind of documents in the library. SharePoint Server has three versioning options:. No versioning Specifies that no earlier versions of documents are saved. When versioning is not being used, earlier versions of documents are not retrievable, and document history is also not retained because comments that accompany each iteration of a document are not saved.

Use this option on document libraries that contain unimportant content or content that will never change. Create major versions Specifies that numbered versions of documents are retained by using a simple versioning scheme such as 1, 2, 3.

To control the effect on storage space, you can specify how many earlier versions to keep, counting back from the current version. In major versioning, every time that a new version of a document is saved, all users who have permissions to the document library will be able to view the content. Use this option when you do not want to differentiate between draft versions of documents and published versions. For example, in a document library that is used by a workgroup in an organization, major versioning is a good choice if everyone on the team must be able to view all iterations of each document.

Create major and minor draft versions Specifies that numbered versions of documents are retained by using a major and minor versioning scheme such as 1.

Versions ending in. Previous major and minor versions of documents are saved together with current versions. To control the effect on storage space, you can specify how many previous major versions to keep, counting back from the current version. You can also specify how many major versions being kept should include their respective minor versions. For example, if you specify that minor versions should be kept for two major versions and the current major version is 4.

In major and minor versioning, any user who has read permissions can view major versions of documents. You can specify which users can also view minor versions. Typically, we recommend that you grant permissions to view and work with minor versions to the users who can edit items, and restrict users who have read permissions to viewing only major versions. And I agree, the version history is crucial. Because my memory is useless, I make sure I keep the version history spot on for my own benefit, never mind everybody else!

Hi Tony, a great and timely article. The last two companies that I have worked for have used SharePoint for versioning the documents. You can also access any version before to get back to an original question about something that has been changed. Having used many versioning models before, I would say that this is my favorite and most fool proof. Thanks for your comment. I have wondered about using SharePoint for this we do use SP but not for version control.

I do have a couple of questions though:. Does SP allow you to do this, or do you have to put it in the doc itself? Hi Tony, The way we worked it with versioning for files away from SharePoint, is two ways. Anyone who had a stake in the document had access the SharePoint, so they changed the file there.

The other way was to have one person own the document and have the changes forwarded to them. They both work! We also have a version change on the second page of each document. Anyone making changes must detail what they are changing. Hi Tony, Great article! By chance, I happen to use a similar approach for marking the post-v1. My preferred approach is: Document title v1. This approach gives multiple drafts from various contributors, and their initials help all identify who just made the latest changes even if several changes are done the same day.

I like the idea of using WIP as a suffix. I like your solution, but it only seems to half-solve the problem. At the start, you point out that the V1. Your solution is nice that it makes sure that drafts have the same version number as the final copy for which they are drafts, which I like. What about something like below, where I have two drafts before a final version, and then a second final version which is a minor correction to the first.

Bonus that D comes before F in the alphabet so it even saves all my drafts before my finals which is handy. Version numbers are free, after all, and it keeps the approach simple! In your situation, it sounds like you have a very specific need to have one new version number per week, so I guess you need to extend the method. In terms of abbreviations, I try to avoid them because they assume everyone knows what they mean. But if your audience is wide, you might want to think twice about abbreviating.

As with versions numbers, alphanumeric characters in filenames are free, you can use as many as you want! Useful, thanks. Tony- this is so useful, thank you.

I have similarly always dislikes uing 1. I do a lot of work where I am changing Standards of Performance for service businesses and I am sure this method will be so much easier and straightforward for everyone involved to follow.

One thing I like in particular about your approach is using words instead of just a numerical code. However, I see no reason to switch to letters when marking drafts. This would lead to. One of the reasons for using letters instead of numbers is to combat the problem you describe — it reduces the potential for confusion between e. Not really — semvar is all about version control of software, in particular software with a public API.

Whereas my version numbering scheme relates to documentation. Pingback: You don't need productivity hacks: here's how to get things done. Thank you for your numbering scheme. Changes and tweaking are a given and they are myriad.

I like your system. Thanks again. Very, very helpful. When working on a shared drive, I notice that people can intuitively process your suggestion. The key question for version 1. Every change should I say must be approved, otherwise we are accumulating a series of unapproved changes for some future approval and release. If one does the latter, then 1. I also use words rather than letters i. My preference for revisions to a baselined document is to the use the current version i.



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