3E MatterSphere – Do you know how to………..?
Why should I use Versions
Versions enable you to keep a full and complete record of changes to a single document over its lifetime. As you only have one document with many versions this reduces the risk of using or sending out the incorrect document without the latest changes. It helps to minimise the number of documents within your document list.
Why would I need to send more than one version
It may be because you have a track change version and also a clean version that you wish to send out for review or perhaps the other party has requested to see the original version and the most recent. With all amendments saved as versions you can easily retrieve the required one.
How do I attach more than one version of my document to an email
- Create email in usual way and then select the Current Document Tab
- Click on Add Attachment
- Select the Matter containing your document
- Select the document you require and Click Select
A list of all versions will now appear and these can be expanded as required to display all versions.
- Put a tick in the box next to the required version or versions
- Click Select to complete your attachment selection
If required you will now be able to rename each version you are attaching.
With the versions attached the email can be sent in the usual way.
Further information
Training on all elements of Versions is available together with all Manuals, Guides, Triage (Helpsheets) and Videos (see the links)
Triage – Attaching Specific Versions to Email
Video – Attach Multiple Versions to Email (hints & Tips)
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