Document Status 


When assigning metadata to documents in SharePoint libraries, Dockit can update the metadata in the latest version of the document, with or without creating an additional version. Please note the versioning results may vary depending on whether Dockit Server Agent is installed in the target SharePoint server. Please read the section below for more information.

1.

The Document Status wizard step appears as shown below:

2.

Select any one of the following versioning options (read note below for more information):

a.     Update metadata values and create new version - Updates the metadata values for the existing documents and create new version(s).

b.    Update metadata values in the last version, without creating a new version - To update the metadata values for the existing documents in SharePoint without creating an additional version.

3.

Select any one of the following options:

a.     Leave as is - Skip the file.

b.    Overwrite current version - Undo Checkout the file and add the source file as new version.

c.     Check-in file & create new version - Check-in the file and add the source file as a new version.

4.

Click Next to proceed.

 

Note:

The document versioning results may vary depending on the following factors:

a)    Dockit Server Agent is installed in the target SharePoint server (such as Office 365).

b)    Content Approval is enabled and the content approval status is set to Approved for the documents that are migrated to SharePoint.

c)    Major and Minor versioning is used in the target SharePoint library.

d)    Retention of Created Date, Created By, Modified Date & Modified by fields in SharePoint during migration.