To view a list of snapshots created for a virtual document:

1. Navigate to the virtual document, and select it.

2. Select View > Snapshots.

To create a snapshot:

1. Navigate to the virtual document, and select it.

2. Select Tools > Virtual Document > New Snapshot.

3. In the Create tab, do these:

   1. Enter a name for the snapshot.

   2. Select a location for the new snapshot.

   3. Select the type of snapshot.

   4. To freeze the snapshot, make sure Freeze Snapshot is checked. This should be checked by default. By freezing the snapshot, you ensure that the frozen version of the document, and frozen version of each descendant cannot be changed without creating a new version.

4. On the Info tab, set properties as described in Table 2.1 in the topic Set properties.

5. Set information in any remaining tabs as appropriate. For information on the functionality affected by those tabs, see the topic in this guide that covers that functionality.

6. Click Finish.

To freeze or unfreeze a snapshot:

1. Navigate to the snapshot, and select it.

2. Select one of these:

   • Tools > Virtual Document > Freeze Snapshot

     Freezing a snapshot blocks users from editing the frozen version of the document or the frozen version of each descendant. Any changes a user makes to the document or a descendant can be saved only as a new version of the document or descendant.

   • Tools > Virtual Document > Unfreeze Snapshot

     Unfreezing a snapshot lets users again edit the document, and descendants without versioning. However, if a descendant is part of multiple frozen snapshots, then you must unfreeze all the snapshots to edit the descendant.