Publish a Snapshot of an Unpublished Document

You can publish a snapshot of a document that you have not yet published to PIM. This will publish the file to PIM and then immediately check it out to you so that you maintain control of the document as you continue to work on it.

To publish a snapshot of an unpublished document:

1. To display the Local File Management page, do either of the following:
   • Navigate to the Information Zone, and then click the Local File Management tab.
   • Right-click the Deltek Local File Management icon in your system tray and choose Local File Management Page.
2. On the Local File Management screen, in the Not in PIM section, click > Snapshot Publish File.
   Alternatively, to publish snapshots of multiple unpublished documents, select the check box of each file that you want to publish in the Not in PIM section, and then click Snapshot Publish.
3. On the Publish Snapshot screen, in the left pane, select one or more locations to publish the document to.
4. Under Select Attributes, select any records to link the document to, as required.
5. Click the Details/Comments tab and enter any details and version comments.
   If you have selected to publish multiple files, any information you enter here will be applied to all documents.
6. Click Publish.
   The files are published to PIM and moved to the In PIM section. Since the documents are already automatically checked out to you when you publish snapshots, other users are prevented from editing the documents until you check them in.