Forum Discussion
Need to get customer to use latest version of a document.
Hello stevegroomSRO ,
there is the option of checking versions under File → Info.
However, from experience, the only way to make sure customers/clients use the latest version is a document management system made available (accessible) to customers/clients.
Also a possible workaround: put version number in header/footer, make compare between the original and edited version and send the redline to the clients - it shows which versions were compared. In such case clients will work with the compare only.
But unless you have an integrated system which locks previous versions and gives an alert that "you are opening an old version, would you like to open the latest one?" you are stuck with human misbehaviour, relying on common sense only.
Edit: SharePoint automatically opens the latest version, right? How come your clients open older versions?
Lenka_Kerumova Customer insists on downloading and keeping a local copy. This is why I was hoping for some sort of built into the document mechanism. A self destruct mechanism would probably suffice - I was wondering if a certificate could be use to access a doc and then to issue short lived ones...
- Lenka_KerumovaJun 25, 2021Iron ContributorHello, understood.
I think that unless some VB guru steps in, the current options Word itself offers have nothing that would solve this issue in one go.