Content Manager 24.4 Content Manager

# Dragging documents onto existing records

Existing record without electronic document

The Check In an Electronic Document dialogue box appears.

- Draft in Offline Records - select a document from your Offline Records.
- Local File - confirm that the dropped document is the correct one - displays the file path and name in the File field.
- View - view the document in the internal Content Manager viewer - unless you have a bypass set for that file type, in which case it will open in the associated application.
- Change Date Created to Document Date - change the record's date created to that of the document being attached to it.
- Keep document(s) checked out after check in complete - keep the document(s) checked out to the user.

Once you click OK, the document will be checked in automatically.

Existing record with electronic document
When your document was previously checked out from Content Manager

The Check In (a Checked Out document) dialogue box appears.

See Checking in checked out electronic documents.

When your document was not previously checked out from Content Manager

The Check In <File Name> dialogue box appears.

See Checking in documents using dragging.

Copyright 2008-2024 Open Text
Version 24.4 | Last updated October 2024
Contact

Send documentation feedback

Close

Send documentation feedback

To send feedback using your default email client, open an email window.

Otherwise, send your feedback and the information below to hprmdocumentation@microfocus.com.

We appreciate your feedback!

Product: Content Manager 24.4

Topic Title: Dragging documents onto existing records