Newb Trouble with uploading new document versions

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Sabathius42
Posts: 1
Joined: Thu May 07, 2020 10:04 pm

Newb Trouble with uploading new document versions

Post by Sabathius42 »

I am either unable to figure out how to upload a new version of a document, or something is going wrong with my install.

Using the default superuser account I did the following.

1. I created a Role (Executive Team).
2. I went into the Role Permissions of Executive Team and added every available permission
3. Under "Granted Permissions" for Executive Team it shows "Create new document versions" among all the other options
4. I created a Group (Compliance Manager)
5. I added "Executive Team" to the Group Roles of Compliance Manager
6. I created a new User (UserName)
7. I added "Compliance Manager" to the User Groups of UserName
8. I successfully uploaded multiple documents
9. In "All Documents" I click the hyperlink for the document name I have a new version of
10. In the "Preview" I see the contents of the document, I click on the Versions button on the right panel
11. From my understanding the "Upload a new version" should be an option in my drop down Action button, but it is missing from the menu. I can only choose from Details, Sign, Sign, and Download (also the text scrolls out of the document "window" which may be abnormal??)

What it looks like on my end
https://drive.google.com/open?id=1sm4bL ... XD1U97Jsbn

I am a super brand new user and am feeling my way around Mayan EDMS to see if it would be a good fit for creating and maintaining some ISO documentation, and version control is one of the must haves for that. Please let me know if you have any assistance. I purchased the book today but it didn't seem to have additional insight on this one problem.

Thanks
DS
manish23
Posts: 1
Joined: Sat Jul 18, 2020 2:36 pm

Re: Newb Trouble with uploading new document versions

Post by manish23 »

I am doing a POC with Mayan EDMS and facing similar issue. I think the key point to focus on is the following line in the Documentation.

https://docs.mayan-edms.com/chapters/ve ... versioning :
"Only the interactive document sources (Sources) (Web and Staging folders) are available to upload new document versions."

I need help to understand how document source works as this part is not very clear. I ran a docker compose installation on ubuntu.
james
Posts: 10
Joined: Fri Jan 08, 2021 6:15 pm

Re: Newb Trouble with uploading new document versions

Post by james »

Is it possible to have an example of how to upload a new version via the web form?
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rosarior
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Re: Newb Trouble with uploading new document versions

Post by rosarior »

Select a document and click on the "Versions" button. This will show a list of versions for the document.

From this view, click on "Actions" and select "Upload New Version". This will bring the new version upload form.

Enter an optional comment for the reason or difference of the new version and click on the upload area or drag and drop the new version file.

Click on the "Versions" button again to verify the new version was uploaded.
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james
Posts: 10
Joined: Fri Jan 08, 2021 6:15 pm

Re: Newb Trouble with uploading new document versions

Post by james »

Very useful.
Thank you

James
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