Creating a Revision by Editing a Document - 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 edit a revisable document, you are prompted to save the document either as a revision of the original document or as a new document.

When you choose to save or close a document that has been modified, you are prompted by the following screen:

Click one of following buttons:

Button

Description

Save as Revision

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

Depending on how the Document Type is configured, a comment may be required.

CAUTION:

Comments longer than 250 characters are not supported.

Save as New Document

Saves the document as a new document. You are given the option to select a Document Type and File Type, and specify a Document Date and any Keyword Values. Click OK to save the new document.

Cancel

Cancels the import process. No new documents or revisions have been added.