How do Document Versions work?

In iLiv Performer, Documents can be checked-out, edited, and then saved as another version of the same Document. Versions are stamped with the name of the person who uploaded them, and the time that the Document was uploaded. All versions will be available for users with the correct permissions.

Note: You can view a Document without checking it out by clicking on the Document label. This will open the latest version of the Document. Be careful, however, not to edit a Document without first checking it out. Also, be careful not to edit a Document that is currently checked-out by another user. 

Checking-out Documents in Pod 3 (Time): 

1. Documents are indicated by a paperclip icon that will appear to the right of a Project, Timeline, or Event Label. Click on the paperclip icon to open the Notes and Docs foldout.

2. Hover your mouse over a Document Label and click the “checkout” button that appears.

3. You have now marked the Document as being checked out, and your name will appear in bright pink to indicate this to other users.

4. Click on the Document Label to open the Document for editing.

5. Once the Document is edited, go back to the same Notes and Docs foldout, and select “check in” from the hover menu.

6. Either drag and drop your new Document into the “document to upload” field, or click in that field and select a document from your files. Click “open” in your system’s pop-up window once you have selected the correct Document to upload. 

7. The name of the uploaded file will now appear under “file”.

8. You may opt to alter the Document’s Name, Description, or Comments.

9. Click “save” to check the Document in, or “save and inform others” to send Notifications to others, letting them know that you have uploaded a new version of the Document.

Checking-out Documents in Pod 4 (Media):

1. Click “Documents”, just above the Pod in Pod 4 (Media).

2. From the list of Project Folders that appear, select the Project of interest.

3. Click on the Project Label to open the Document Manager foldout.

4. Hover your mouse over a Document Label and click the “checkout” button that appears.

5. You have now marked the Document as being checked out, and your name will appear in bright pink to indicate this to other users.

6. Click on the Document Label to open the Document for editing.

7. Once the Document is edited, go back to the same Notes and Docs foldout, and select “check in” from the hover menu.

8. Either drag and drop your new Document into the “document to upload” field, or click in that field and select a document from your files. Click “open” in your system’s pop-up window once you have selected the correct Document to upload. 

9. The name of the uploaded file will now appear under “file”.

10. You may opt to alter the Document’s Name, Description, or Comments.

11. Click “save” to check the Document in, or “save and inform others” to send Notifications to others, letting them know that you have uploaded a new version of the Document.