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.

1. Open the Document Details page and Search for a document revision with a connected document file that is checked in.
2. 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.