Working with Draft Documents (Linking vs Embedding)

Working with Draft Documents (Linking vs Embedding)

Most of our customers embed their documents, as this gives TLM full control over user access, and everything can be backed up when Navicat runs a back up of the MySQL database.

However, if you are working on a document that is going to require a lot of collaboration during the optional review phase of the document release process, it might be a good idea to link it until it is ready to release.

While it takes a couple extra clicks to set up the linked document, this provides the best of both worlds in that linking for the editing process has the most flexibility, and linking often results in better performance.

Embedding the released document will then provide easy distribution, controlled access, and includes the document in the MySQL database backups.

This tutorial demonstrates these features in more detail.

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