05-25-2010 05:10 AM
Is there a way of automatically creating document revisions in Act!.
ie if you attach a document to Act - come back the next time and edit it - save it as another document attached to Act with the old file left there.
I know you can do this manually by saving it it locally and then attaching it again but it is so long winded for such a simple operation.
We are currently using Act 2009 but would upgrade if this option was only available on 2010.
05-25-2010 01:46 PM
Welcome to the Act! Online Community!
Unfortunately this function is not available in Act! 2010 either. You have listed the steps required... Edit > Save As > Attach new document.
03-21-2012 08:48 AM
I wouldn't expect this to be a priority for the development team. Document management is a whole area in itself and it has consequence when you are possibly working with a synchronising database. Much smarter to have ACT! integrated with a document management application that stores the attachments independently.
08-27-2015 09:39 AM
Thank you for submitting your post. There is a way to restrict the editing of a document. Below I have attached a link that will walk you through this.