Documents in any of the Contract Management modules often go through many changes as the project progresses. Maintaining accurate project documents is an integral part of the project. Contract Management provides a Version Document feature to maintain a history of the changes for each module in the Contract Management database. Use the feature to create new versions of a document at different stages which will provide a "snapshot" of the project at various stages.
Notes:
The Version Document feature is only available if Contract Management is configured to connect to the Oracle WebCenter Content Core Capabilities (WCCC) repository, the Microsoft SharePoint content management system, or a CMIS content repository. For more information on configuring this feature, see the installation guide for Oracle or MSSQL.
The process for creating versions of Invoices and Worksheets is slightly different. For information on creating versions of an invoice, see Create Invoice Versions. For information on creating versions of a worksheet, see Create Cost Worksheet Versions.
Contract Management uses a content repository (Oracle WCCC, Microsoft SharePoint, or CMIS) to maintain versions of both the document and any attachments. The document version will be stored as an .html file.
Caution: If you delete or move document versions directly in the repository itself, or if you switch repositories in Contract Management, you will be unable to create new versions of the previously versioned documents.
With the Document Version feature, you can:
Automatically store a version of a document in the content repository.
Manually store one or more versions of a document in the content repository.
View All Document Versions.
Store attachment properties for a version.
Choose whether to store attachments in the document repository or on a file server.
Specify the location where the attachments will be stored in the content repository.
Store multiple versions of an attachment.
View all versions of an attachment.
Migrate all attachments created in versions of Contract Management 12.1 or earlier to the content repository.