A snapshot is a stored copy of a document in a specific state. Whenever a Microsoft® Word or Excel® document goes through a significant change (see table below), PolicyTech makes a copy of the document as it exists immediately before that change takes place.
There are two types of snapshots—document (content) and properties. The table below lists all changes that trigger a snapshot, along with the types of snapshots taken. Snapshot types followed by an asterisk (*) are deleted once the document is approved.
Snapshot Trigger |
Snapshot Type |
---|---|
The document owner submits a draft document to |
Document* |
All assigned writers finish writing the document, which sends the document from collaboration back to draft. |
Document* |
A |
Document* |
All assigned approvers accept the document, which moves it to pending or published status. |
Document and properties |
An administrator sets an unapproved document as approved. |
Document and properties |
An administrator edits an unapproved document in its current state and then takes an action that moves the document to a different state. For example, after editing a document in review, an administrator submits the document for approval or sets the document as approved. |
Document and properties |
An administrator edits in its current state an approved document's content. |
Document |
An administrator edits in its current state an approved document's properties. |
Properties |
A document owner or administrator archives a document. |
Properties |
* The snapshot is deleted once the document is approved.