Publish a Snapshot of an Unmanaged Document

You can publish a snapshot of an unmanaged document to PIM. Snapshots are read-only copies of working files that you can share with project members without compromising the original files. Each time you create a subsequent snapshot of a file, the version number within PIM increments, so you can easily track changes to files over time.

To publish a snapshot of an unmanaged document:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Documents tab, and then go to the unmanaged folder that contains the file.
  3. Click > Snapshot Publish for the file that you want to publish a snapshot from.
  4. On the Snapshot Publish Documents window, select the locations and attributes that you want to publish the snapshot to.
    If a snapshot already exists for the file, the same locations and attributes are pre-selected. You can choose to keep the same options or you can modify them.
  5. Click Publish.
    Files that have been snapshotted display a link icon to indicate that a snapshot exists . You can access a link to the snapshot when you view the summary details.