Creating a virtual document archive

An archived version of a virtual document is called a snapshot.

To view a list of snapshots created for a virtual document:

  1. In Documentum Administrator, navigate to the virtual document and select it.

  2. Select View > Snapshots.

To create a snapshot:

  1. In Documentum Administrator, navigate to the virtual document and select it.

  2. Select Tools > Virtual Document > New Snapshot.

  3. Enter information in tabs as appropriate.

  4. Click Finish.

To freeze or unfreeze a snapshot:

  1. Select the snapshot in Documentum Administrator.

  2. Do one of the following:

    • Tools > Virtual Document > Freeze Snapshot

      Freezing a snapshot blocks users from editing the frozen version of the document or the frozen version of each descendant. Any changes a user makes to the document or a descendant can be saved only as a new version of the document or descendant.

    • Tools > Virtual Document > Unfreeze Snapshot

      Unfreezing a snapshot lets users again edit the document, and descendants without versioning. However, if a descendant is part of multiple frozen snapshots, then you must unfreeze all the snapshots to edit the descendant.