Revision Control User Options - Revision Control User Options - OnBase - EDM Services - OnBase/EDM-Services/Foundation-23.1/EDM-Services/Unity-Client-Usage/Usage/Using-Persistent-Checkout/Revision-Control-User-Options - Foundation 23.1 - Foundation 23.1

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2023-09-11T13:47:08.518000
ft:locale
en-US

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.