You can import a revision of a document into OnBase if the following requirements are met:
-
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.
You can import a revision or rendition of a document that is locked if you acquired the lock yourself and the lock occurred within the same session in which you are attempting to import the revision or rendition. Logging out after locking a document would prevent you from importing the revision, despite having acquired the lock yourself.
When you import a document that contains the same indexing information as another document already residing in OnBase, the Document Revisions dialog box is displayed. From this screen, you can either save the document as a revision of an existing document, or you can save the document as a new document in OnBase.
To save the document as a revision of an existing document:
-
Select the document from the list of documents.
The selected document is displayed:
