Jun 22 2021 09:07 AM
Jun 22 2021 09:07 AM
I often receive feedback from customers based on documents that have subsequently revised.
customer: there is a mistake on page 7 fix it right away!!
company: if you download the current document version, you will see it was corrected three weeks ago :)
I can see how to prevent downloads after an expiry date, but I want the already downloaded document to expire or alert the customer. Is there perhaps a macro that can check the document version against the version on the SharePoint server?
Jun 22 2021 10:26 AM
To use versioning in Word, you need to store your documents in either OneDrive or in a SharePoint Library.
When documents are stored online, you can turn on AutoSave to automatically save as your work. You can also share documents by inviting someone to the library, or providing a link rather than sending a discrete copy of the document. Lastly, you can work with others to co-author a document at the same time.
For more information on saving to OneDrive or SharePoint, coauthoring, or using AutoSave, see:
OneDrive and SharePoint
Coauthoring and AutoSave
I would be happy to know if I could help.
I know I don't know anything (Socrates)
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Jun 23 2021 05:07 AM
Jun 24 2021 12:18 AM - edited Jun 24 2021 12:22 AM
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?
Jun 24 2021 01:50 AM
@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...
Jun 25 2021 05:24 AM