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Document Revisions

New Member
Posts: 1
Country: United Kingdom

Document Revisions



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.


Kind Regards,




Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Document Revisions

Hello Chrisoak,

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.

Greg Martin
New Member
Posts: 1
Country: USA

Re: Document Revisions



The issue described in 2010 is my current one. Has there been any update on this?



Bronze Elite Contributor
Posts: 2,638
Country: New_Zealand

Re: Document Revisions

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. 

Graeme Leo
Xact Software - consultants and developers
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New Member
Posts: 4
Country: Canada

Re: Document Revisions

Is there a way to remove the right to "Edit" an existing document?... which would force the user to attach a revised version of the document.





Copper Super Contributor
Posts: 116
Country: USA

Re: Document Revisions



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.

Hope this helps,

Scott Baker
Visit the knowledgebase at