Copy Document Package
Explanation
Use this activity to copy a document package and create a second document
package. Documents within the package are copied and recreated as document
lines. Document lines include document class, associated revision type,
milestone profile, and hours planned. If the source document package has connected documents, you can copy those
documents and add them to the new package as new document titles and revisions
using the Copy Original Document right mouse button option. If the source document has a connected
electronic document file, that electronic file is copied to the new revision.
The Copy Original Document right mouse button option copies the
following data to the new
document revision:
- Document Revision/Title tab: Values for the Document Class, Document Title,
Sheet Number, and Revision Number fields are copied.
- Document Revision/General tab: The document's access level is copied.
- Document Revision/Originals tab: Original information is copied.
- Document Revision/Consist Of tab: The document structure is copied. New documents
are not created. The new document will consist of the same document number as
the original document.
- Document Revision/Approval tab: All the steps in the approval routing are copied
but steps are not approved.
- Document Revision/Correspondence tab: All
the correspondence data is copied.
Prerequisites
A source document package must exist.
System Effects
- A new document package is created from the source document package.
- Document lines are created in the new document package from the documents
in the source document package.
- Document files are copied and connected to their new document revisions.
Window
Document Package
Related Window Descriptions
Document Package
Copy Document Package
Procedure
- Open the Document Package window and query for the document
package that you will copy.
-
Right-click and click Copy Document Package to open the Copy
Document Package dialog box.
- Enter a document package name in the Copy to Package field and a
document package description in the Description field.
- Click OK to create the new document package. The new document
package is created and contains the same number of document lines as the
original package.
- Right-click in the top part of the Document Package window
and select Original Document Package to open the original document
package in a separate window.
If the source document package has connected documents, you can create new
documents based on the source documents to
the new packages' document lines after copying the document package.
- Query for your copied document package
- Select the lines for which you will copy documents to.
- Right-click and select Copy Original Document. New documents are generated for these document
lines.
Note:
If the number generator for a document class is set
to advanced,
new document number will be generated from an advanced number counter.
You have to enter a number counter ID2 or a booking list before trying to copy original document. The Document Title of
the new document will be prefixed with Copied From:.