Importing Revisions - EDM Services - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 22.1
License
Standard
Essential
Premier

You can import a revision of a document into OnBase using the Import Document dialog box. Ensure that the following are in place:

  • The database is licensed for EDM Services.

  • The Document Type that the document is being imported into is revisable.

  • The Keyword Values on the imported document identically match those on an existing document with the same Document Type in OnBase. Depending on your system's configuration, the imported and existing document may be required to have the same Keyword Values for some or all Keyword Types.

  • The document in OnBase that has matching Keyword Values is neither open nor checked out by another user.

To import a revision:

  1. Import a new document, ensuring the requirements listed above are met.

    After you click Import, the Document Revisions dialog box is displayed:

  2. Click one of the following buttons:

    Option

    Description

    Save as Revision

    Saves the document as a new revision. Any text you enter in the Comment field will be saved as a comment for the revision.

    Note:

    The Comment field accommodates no more than 250 characters.

    Note:

    This option is disabled if the existing related document is locked, including when it is opened.

    Append Revision

    Creates a new revision by appending the imported Image File Format document to the existing Image File Format document.

    Note:

    This option is available only for Image File Format and Optical Character Recognition (OCR) documents.

    Note:

    This option is disabled if the existing related document is locked, including when it is opened.

    Save as Rendition

    Saves the document as a rendition of the existing document.

    Note:

    This option is available only in certain contexts. For more information, see Renditions.

    Note:

    This option is disabled if the existing related document is locked, including when it is opened.

    Save as New Document

    Saves the document as a new document.

    Cancel

    Cancels the import process; the Import Document dialog box remains open. No new documents or revisions have been added.