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  1. #1
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    Saving a document as a minor version to diff doc in Sharepoint

    Versioning in my office is running rampant. I have been keeping a stream of minor and major versions of one document in Sharepoint, and I get drafts from other departments that are not on Sharepoint, and not named the same as my version. How do I save up, check in, overwrite or whatever I have to do, the document from elsewhere, as a version of my doc in my SP?

    thanks!
    Naomi

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    WS Lounge VIP mrjimphelps's Avatar
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    You could open what they send you, then save-as the document. Since you will be the one ultimately saving it, the version should be assigned correctly.

    Not sure how to do it automatically, unless you can make these departments members of your SharePoint. (I don't know how to do that, but I'm guessing that that is the solution.)

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    naomi (2017-02-24)

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    Quote Originally Posted by mrjimphelps View Post
    You could open what they send you, then save-as the document. Since you will be the one ultimately saving it, the version should be assigned correctly.

    Not sure how to do it automatically, unless you can make these departments members of your SharePoint. (I don't know how to do that, but I'm guessing that that is the solution.)

    Looks like I didn't make myself very clear. I have a doc on SP that has ongoing versions. When I receive a differently named doc from an outside stakeholder, that I want to save as a version the SP-named doc, when I try to upload the (now same-named) document to SP, it tells me it is going to replace the set on SP. I am afraid it will remove all the previous versions.

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    Or maybe I didn't get your response - I've tried a test and it seems good. Thanks!

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    WS Lounge VIP mrjimphelps's Avatar
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    Quote Originally Posted by naomi View Post
    Or maybe I didn't get your response - I've tried a test and it seems good. Thanks!
    I didn't send a further response, because I didn't know what the solution was.

    But I'm glad it's working for you!

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    If indeed it's true that:

    Versioning in my office is running rampant
    Then I'd be concerned about the volume of changes you have to track on behalf of other employees. It's good that you have a workaround of course, but maybe you'll need more in the future. Sharepoint is built around an interactive, self-service business model.

    Therefore you may eventually find that you need to provide direct access to Sharepoint , to those employees generating the new document versions.

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    By "get" I meant "understand." So I got your response.

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    Thanks B., unfortunately this is a matter of departments not cooperating very well on using SP. I'm sure I'm not the first to experience this!

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