IBM FileNet P8, Version 5.2            

Saving content

While you have a document checked out, you might want to save minor changes without checking the document back into the object store. When you save the document, your changes are stored, but the document remains checked out to you and its version state and properties do not change.

The Save Content action is also used to create and update a document with multiple content objects. That is, one document might be made up of several different electronic files.

Note:
  • When File Tracker is available, multi-content actions are disabled.
  • Be sure to check your document in after you have completed all your changes. If you cancel the checkout instead of checking the document in, the document reverts to the previous version and all the saved changes are discarded.

To save a document:

  1. Navigate to the (checked out) document you want to save. Right-click the document name and click More Actions > Save Content.
  2. In the Save Content page, click Browse to locate the local file to save.

    When File Tracker is available, you can click Delete Local File if you want the local copy of the document you are saving to be deleted from your workstation once the save procedure is completed. Close the local copy before you complete the save procedure. Your site administrator determines whether or not you can override the default setting for this option.

    Note: You might come across some instances where a file is deleted while it is still open and after you specified you wanted the local file to be deleted.
  3. Select the file, then click Open.
  4. Accept the changes.


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Last updated: March 2013
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