Creating New Documents from Revisable Image 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 choose from the following options:

  • 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.

To create a new document from an open document:

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

    Option

    Description

    Create From Pages

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

    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.

    Delete copied pages from original document

    Select to delete the pages in the Page Range 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.

    Note:

    Some of the options described in this table may be unavailable if you create a new document from a single-page or non-image document.

  3. If you are creating a new document, index it with the appropriate Keyword Values.
  4. Click Create New Document.