Creating a New Document from an Existing Document - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client
Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential
  1. To create a new image document from an existing one, right-click on a document from the Documents Search Results list, right-click on an open document, or right-click on a document's status bar, and select Send To | Create New Document.

    The Create new document from existing dialog box is displayed.

  2. Select the Document Type Group for the new document.
  3. Select the Document Type for the new document.
    Note:

    If you select a different Document Type during document creation, Keyword Values for common Keyword Types are retained. For example, if there is an existing value for the City Keyword Type, and you select a different Document Type also containing the City Keyword Type. The original City Keyword Value is retained. If the selected Document Type contains a default value for a Keyword Type that already as a value, the Keyword Type is duplicated on the document.

  4. In the Create from Pages field, specify the page(s) to include in the new document.

    • To specify a range of pages, type the start page-end page (e.g., pages 4-6).

    • To specify multiple pages that are not within a range, use commas to separate the pages (e.g, pages 1, 3, 5-12).

    Note:

    If the original document is a single page, this option will not be available.

  5. The Document Date field allows you to assign a date to the new document. Often, this is the date the document was created or received.
  6. If necessary, select Delete copied pages from original document to delete the selected pages from the original document.
    Note:

    If the original document is a single page, this option will not be available.

    Note:

    When Delete copied pages from original document is selected, Original document will be modified to reflect deleted pages is visible, enabled, and uneditable.

  7. Keyword Values are inherited from the original document. Click Clear Keywords and re-index the new document if necessary.
  8. Click OK to create the new document.
  9. The new document is automatically displayed.