Revision Control User Options - 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

You can customize the behavior of the Unity Client when saving changes to documents by configuring revision control options.

To configure revision control options:

  1. Click the Application button and select User Options.
  2. The User Options dialog box is displayed.
  3. Select Revision Control.
  4. Select from the following options:

    Revision Control Option

    Action When Selected

    Prompt me to check out documents when I save a document that is not checked out

    You are prompted to check out a document when you save a document that is not checked out.

    This option only applies to documents of a file type which can be saved locally. Supported file types include:

    • MS Excel Spreadsheet

    • MS PowerPoint Presentation

    • MS Word Document

    • MS Outlook Message

    • Lotus Notes Document

    • Adobe PDF

    Prompt me to check in documents when I save a document that is checked out

    You are prompted to check in a document when you save a document that is checked out.

  5. Click Save.