Snapshot Triggers

A snapshot is a stored copy of a document in a specific state. Whenever a Microsoft^® Word, Excel^®, or PowerPoint^® 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 one of the following statuses: Collaboration, Review, Approval.	Document*
All assigned writers finish writing the document, which sends the document from Collaboration back to Draft.	Document*
A reviewer or approver revises or declines a document, which sends it back to Draft.	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 to 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.