Content Manager 24.4 Content Manager

# Creating electronic document revisions

Checking out a record and creating a new revision

Modify the document in its associated application, and then check it back in as a new revision. See Checking out or extracting electronic documents and Checking in checked out electronic documents.

1. Search for the record you want to create a new revision for
2. Check Out the document to your Offline Records or a local folder and amend as required
3. From Offline Records, check the document back in by selecting Make a New Revision
4. Click OK

TIP: Alternatively, using the record right-click Edit option to open the document in it's authoring application, saving any modifications made and closing the document will also create a new revision.

Creating a new revision while leaving the record checked in

A user with Document Update permission can check in an electronic document as a new revision by dragging and dropping the file to Content Manager and using the option Replace current Revision.

1. Arrange the Windows Explorer and Content Manager windows so that you can drag the file from Explorer to the Content Manager record with the existing electronic document to replace
2. Drag the file from Explorer to the Content Manager record.
   The Check In - <file name> dialogue box appears.
3. Under Return Type, select the option Replace current Revision and click OK.
   Content Manager replaces the current revision with the new one.

Related information

Copyright 2008-2024 Open Text
Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Creating electronic document revisions