Comparing Documents - CAD Services - English - Foundation 22.1 - OnBase

Often, documents are uploaded and reviewed multiple times. In some cases, you may be able to review a document more quickly by comparing the document to a previous revision. The CAD Services comparison tool provides the ability to quickly identify any differences between two documents, allowing users to quickly focus on the modified areas. When you compare a document to another document, CAD Services identifies and color codes the differences between the two documents.

CAUTION:

Do not change the paper size or the extents of a CAD document between revisions if you need to use the compare tool to compare the new revision with a previous revision. If either of these are changed, the compare tool is not useful to compare those revisions because the files no longer line up correctly.

To compare documents:

Open a CAD document in the Unity Client.

Select one of the options from the Compare button in the Comparison ribbon group.

The following options are available:

Option	Description
Last Revision	The selected document is compared with the most recent revision of the document. Note: This option is only enabled if the selected document has at least one previous revision stored in OnBase and your user account has permission to view revisions and/or versions for the appropriate Document Type.
Any Revision	The selected document is compared with any revision of the document you select from the Compare Revision pane. Double-click on the revision you want to compare the document to. Note: This option is only enabled if the selected document has at least one previous revision stored in OnBase and your user account has permission to view revisions and/or versions for the appropriate Document Type.
Other Document	The selected document is compared to another document you select from the Document Retrieval pane. Enter search criteria for the document you want to compare the selected document to, then click Find. Select the document you want to use from the document search results list. The document is compared with the selected revision.

Option

Description

Last Revision

The selected document is compared with the most recent revision of the document.

Note:

This option is only enabled if the selected document has at least one previous revision stored in OnBase and your user account has permission to view revisions and/or versions for the appropriate Document Type.

Any Revision

The selected document is compared with any revision of the document you select from the Compare Revision pane.

Double-click on the revision you want to compare the document to.

Note:

Other Document

The selected document is compared to another document you select from the Document Retrieval pane.

Enter search criteria for the document you want to compare the selected document to, then click Find. Select the document you want to use from the document search results list. The document is compared with the selected revision.

The Document Comparison window is displayed.

The comparison document is displayed atop the original document in the comparison viewer. The viewer window contains an analysis of the difference between the two documents.

Note:

While using the comparison viewer, markups added to the document are not displayed and new markups cannot be added. Exit comparison mode to view and add markups to the document.

Note:

The page used for comparison from the comparison document is the page with the same page number as the page of the original document. If no such page exists on the comparison document, the last available page will be displayed instead.