Snapshots are copies of indexed documents made before and/or after new changes are saved. Snapshots are used to keep a revision history of documents.
Document types can be configured by Administrators so that snapshots are “Manual”, “Prompted” or “Automatic”.
Note: The only time you will get prompted to take a snapshot, or have a pre-configured automatic snapshot taken, is if the document is already indexed.
Configuring Snapshots
1.From My Paperless, click Global Settings.
2.In the navigation bar, click Documents.
3.From the Documents dropdown, click Document Types.
The Document Types page displays:
4.Scroll through the list and click the associated edit icon,
, to select the document type.
The Document Type General Properties page specific to the selected document type displays with the GENERAL tab active:
5.To configure the snapshot, select the appropriate radio button. Manual is the default.
6.If the Administrator determines that snapshots should be taking automatically or if the Processor should be prompted to take snapshots, these changes are made here.
7.Click 
.
For information on taking snapshots, click here.