Edit Document File
Explanation
Use this activity to edit the
document file connected to a document revision.
Prerequisites
- A document revision must exist.
- You must have edit access to the document
revision.
- The document revision must have a status of
Preliminary or Approval In Progress. If the document revision has a status
of Approval In Progress, its Update Allowed During
Approval check box must be selected.
System Effects
- Document files that are checked into the document
revision (other than the view copy) are copied to your local check out path.
- The document revision's file status is set to
Checked Out and all other users are prevented from editing the document.
- Once you have finished editing your
document, you can check in the document file.
Related Window Descriptions
Document Details
Document Overview
Document Object Connections
Procedure
Use the following procedure to edit your
document file.
- Open the Document
Details page and Search for a document revision with a connected document
file that is checked in.
- Click Edit Document.
Note: You can also edit a document file in the
Document Overview page.
Limitations: Editing multiple document files by selecting multiple rows
is not supported. Macro settings and Name files using settings will not be considered. The file
checked out will be named using the standard document title and name.