Importing a Different Document upon Check In - 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 check in a document, you have the option to import a different file than the one that was saved during checkout. The new revision can be a different file type than that of the document checked out.

To import a new document upon check-in:

  1. From the My Checkouts pane, select a document.
  2. In the File Options section of the pane, select New File:
  3. Navigate to the desired file by using the file selector button to the right of the New File path field:

    To clear the New File field, click the Clear button:

  4. Click Check In Document to import the new document.