Creating a Revision of a Document - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Collaboration

Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Premier
Standard

After making changes, click on the icon in the upper left corner, which is the document caption menu icon, to display the System menu.

The Document Revisions dialog displays.

To save a revision of the current document, enter in a comment in the Comment: edit box and click Save as Revision. The document is saved back into OnBase as a revision.

To save the document as a new document, select the Save as New Document. The Import Document dialog box displays.

Note:

If you are not licensed for EDM Services, you will not be prompted to overwrite the current document you made changes, and not add a revision.