What happens when a user checks out a document in a version control application?

All of us are familiar with this situation: We save a 'final' version of a file on our computer or the office shared network. The moment we've finalized it, an email arrives with a request for a few 'small changes,' and there we have another version of our hitherto 'final' file!  Once we've handed off the document to the client or internal stakeholder, there are always a few more suggestions and edits. Another final version? Our instinctive tendency to use the word 'final' in our file naming convention is relatively meaningless!

In smaller teams, it may take a few emails back and forth to ensure that the final version is known to everyone. But in a larger organization where multiple users work collaboratively on the same documents, this situation may cause serious issues. Handing off an older version of a file to a vendor, partner, or client is not a small error and may potentially damage the company's reputation or even lead to commercial losses.

A document management software with automated version control brings order back into the scene.

What exactly is document version control?

Document version control, sometimes also called version management or revision control, is a method of tracking and managing changes made to digital files while logging the history of the changes—so all changes are traceable and reversible.

Version control software centralizes documents, so remote users work collaboratively and synchronize their content edits or modifications. Modern version control systems also merge multiple changes from different sources into the same file. Version control also works on media formats such as video and image files. The system's end goal is that all users have access to the latest version, and they can restore a previous version if required. 

The version control mechanism works in this way:

  • If a user wants to edit a file, it is checked out first. That means it is tagged as locked for editing by that user, and no one else can claim it for editing.
  • Once the modifications are complete, the document is checked in again. The system updates the document's version number, and other users can now claim it for editing (i.e., check out the document for modifications.)

What happens when a user checks out a document in a version control application?

Why choose a DMS with version control?

We have all encountered a situation in which we're searching for a file and discover it has multiple versions, and we have no idea which one is the latest or correct one! And sometimes, you make changes to a file, only to find you have updated the wrong version.

The risk of working on the wrong file or an older version of a file is very high when there are multiple versions, and there is no practical way of controlling these versions, especially when users are geographically distant or remote. If someone edits, changes, or deletes a document by error, and you don't have the version control feature in your DMS to restore old versions, all work done will be lost. 

There is a strong case for adopting version control systems. Losing track of file versions or working on outdated file versions may result in expensive delays, lost revenue and reputation:

  • If an important file is accidentally overwritten or deleted and there is no way to restore the correct version, it may have serious consequences.
  • When users are unable to locate the latest or most recent version of a document, they lose valuable time, go through unnecessary frustration and may make expensive mistakes
  • Signing off old versions of files or missing out on the latest updated version leads to audit issues and or failed compliance certifications.

4 reasons why version control on documents is essential

#1 Oversee and control updated information

One of the most critical functions a DMS plays is identifying the latest version of every document generated in an organization's business process. Managers and department heads need an overview of the most recent version of each file. As new information is created and modified by multiple users, a DMS that automatically names and indexes the latest version is an absolute necessity to keep the wheels turning!

#2 Accountability

It is vital to pin down ownership of mission-critical documents to the right individual. A robust DMS identifies and assigns document owners who will oversee the document through its lifecycle—from creation to modifications and approvals. Version control features assist owners to exercise control over final versions and restore the file to an earlier version if required.

#3 Audit Trails

Sometimes the difference between the two versions of a document is too small to perceive and confuses users. A DMS with version control automatically assigns a logical and unique name to each version of a document. A note of every change made to each version is maintained.

What happens when a user checks out a document in a version control application group of answer choices?

Document version control ensures that changes made to documents are not accidentally overwritten by other users. Checking out a document “locks” the document and prevents others from making changes. Users can still get a local copy of the document (read-only) when a document is checked out.

What is version control for documents?

Version control is the process by which different drafts and versions of a document or record are managed. It is a tool which tracks a series of draft documents, culminating in a final version. It provides an audit trail for the revision and update of these finalised versions.

Why is version control important in documents?

Version control is important when documents are being created, and for any records that undergo a lot of revision and redrafting. It helps us to track changes and identify when key decisions were made along the way.

What does it mean to version up a document?

Document versioning refers to the use and management of multiple versions of a document. This is more generally known as file versioning or file version management, for general file types.