# Doclib Versioning

Configures major versioning, minor versioning, and force-checkout settings on a document library by processing rows from an Excel file.

Filename pattern: filename must contain DoclibVersioning (case-insensitive).
Example: 20240115 DoclibVersioning enable.xlsx

# Columns

Name Required Description
Url / DoclibUrl Conditional Server-relative URL of the document library. Required when MatterCode is not provided.
MatterCode Conditional Matter code used to resolve document libraries from the matter list. Required when Url is not provided. Applies to all document libraries for the matter.
ClientCode No Client code used together with MatterCode to identify the matter.
Major No Boolean. Enables (true) or disables (false) major versioning on the library. Omit to leave unchanged.
Minor No Boolean. Enables (true) or disables (false) minor versioning on the library. Omit to leave unchanged.
Checkout No Boolean. Enables (true) or disables (false) the force-checkout requirement. Omit to leave unchanged.
Properties No Any additional columns are collected as properties.

Either Url or MatterCode must be provided. Only the versioning settings that are explicitly provided are changed; omitted columns leave the current setting unchanged.

# Behavior

Resolves the target library and applies each explicitly provided versioning setting. Settings that are omitted from the row are not touched. When targeting by MatterCode, the settings are applied to all document libraries registered for that matter.

Last Updated: 4/20/2026, 12:54:05 PM