Copying a File

This operation enables you to copy a file to your working directory to view it. In this case, you cannot modify the file, and the original file remains in the vault. This option is helpful when another user is modifying a file, but you want to view it in the working directory.

Note: Before you perform a lifecycle operation verify that the lifecycle default view in the Preferences window is configured for the mode you require. See Configuring Lifecycle Options for details.

To copy a File:

  1. Select the document to display its profile card.
  2. From the Lifecycle menu, select Copy File.
  3. The Copy File, Light Mode page appears.

    See Light Mode Check In Page and Fields for details of all the operations and fields on this page.

  4. If you need to apply the operation to single or multiple selections with children, click to open the Check In window in Advanced Mode.
  5. See Advanced Mode Check In Page and Fields for details of all the operations and fields on this page.

Light Mode Copy File Page and Fields

Link to Lifecyc_Copy%20File_Light%20Mode%201.gif

You can fill in the fields in the Light Mode Copy File page as follows:

  1. Click the General tab to bring it forward:
    • In the Comment field, right-click, to enter any comments relating to this Copy File process
  2. Click the Options tab:
    • Select or clear the Replace Local Files checkboxes:
      • For in-work files, select the checkbox to replace local files that were created in previous copy operations
      • For copied files, select the checkbox to replace files from previous copy operations
  3. Click to evaluate the Copy File operation results and remain in the window.
  4. OR

    Click to perform the Copy File operation and exit the Copy File window.

Advanced Mode Copy File Page and Fields

Link to Lifecyc_Copy%20File_Advanced%20Mode%201.gif

Fill in the fields in the Advanced Settings Copy File page:

  1. From the Change Operation combo box, select the operation to perform:
    • Set to Copy File: Select this option to copy file to you working directory
    • Set to No Operation: Select this option to perform no operation on the selected object
  2. From the Actions combo box, select:
    • Propagate Operation to apply this operation to the entire document branch
    • Propagate Settings
    • Show Parents
  3. In the General tab, the filename and the path to which the file was copied appears.
  4. In the Options tab:
    • Select or clear the Replace Local Files checkboxes:
      • For in-work files, select the checkbox to replace local files that were created in previous copy file operations
      • For copied files, select the checkbox to replace files from previous copy file operations
  5. Click to evaluate the Copy File operation results and remain in the window.
  6. OR

    Click to perform the Copy File operation and exit the Copy File window.

    The copied file is placed in a local directory.