Revise a managed document


    When you add a document to a managed library on a server, it becomes a managed document.

    Note:

    You can also perform this operation using the Design Manager Assistant wizard (Tools tab→Assistants group→Design Manager Assistant ), which guides you through the necessary steps.

    Note:

    Only a document controller user can perform Save As, Revise, Rename, and Move operations on standard parts. For more information, see Assign document controller privileges.

  1. In the Design Manager document list, click the Current Filename cell for the document of interest.

  2. Choose Home tab→Action group→Revise .

    We recommend that you move revised documents to another folder, to keep Released and In Work documents separate. To move documents, perform step 5.

  3. (Optional) To select a new location, in the New Location cell, click the Browse button , and choose a new location.

  4. (Optional) To move the revised document, choose Home tab→Edit group→Edit Path . Do one of the following:

    • To maintain the folder structure, click the Maintain Folder Structure tab, specify the new location, and then click Replace All.

      Note:

      To display a list of available locations, click the Browse button .

    • To save the files to a single folder, click the Save Files to Single Folder tab, specify the location, and then click OK.

      Note:

      You can use the New Folder button to create a new folder at the location listed in the Folder box.

  5. Do one of the following:

    • To cancel the change, click the Current Filename cell for the document of interest, and choose Home tab→Action group→Clear Action .

      Note:

      To cancel all changes, press Ctrl+A and then click Clear Action.

    • To make the change, choose Home tab→Action group→Perform Actions .

Revising documents Sharing documents

© 2021 UDS