Creating New Documents from Revisable Documents - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

When you create a new document from a revisable, multi-page image document, you can either:

  • Create a revision of the original document by deleting the new document's pages from the original document.

  • Save the new document as a revision of the original.

Note:

When creating a new document from an earlier revision of a document, the new document uses pages from that revision of the document, not pages from the latest revision of the document.

From an open document or a document selected in the Document Search Results list:

  1. Right-click and select Send To | Create New Document. The Create new document from existing dialog box is displayed.
  2. Specify the following:

    Option

    Description

    Create from pages

    Type the numbers of the original document pages to copy into the new document.

    Delete copied pages from original document

    Select to delete the pages in the Create from pages field from the original document.

    When this setting is selected, Original document will be revised to reflect deleted pages is automatically selected.

    When this setting is not selected, Create as revision of original document is available.

    Original document will be revised to reflect deleted pages

    This setting is automatically selected when Delete copied pages from original document is selected.

    When you create the new document, a new revision of the original document is created. The new revision omits the deleted pages.

    Create as revision of original document

    This setting is available when Delete copied pages from original document is not selected.

    Select to save the new document as a revision of the original document. Any changes to the new document's Keyword Values will be overridden with the original document's Keyword Values.

    Note:

    If you are creating a new document from a single-page image document, a text document, or from an OLE document, Create as revision of original document is the only available check box.

  3. If you are creating a new document, index it with the appropriate values.
  4. Click OK.

    If the new document has the same Keyword Values as an existing revisable document, the Document Revisions dialog box is displayed. The following options are available:

    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

    Appends a new 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 and returns you to the Import Document dialog box.

  5. If the Revision comment for DESTINATION document dialog box is displayed, type a comment for the new document, or click No Comment.
  6. If the Revision comment for SOURCE document dialog box is displayed, type a comment for the new revision of the original document, or click No Comment.
    Note:

    The Comment field accommodates no more than 250 characters.