IBM FileNet P8, Version 5.1.+            

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.

The Save Content action is also used to create and update a document with multiple content items. For more information about multi-content documents, see Manage multi-content documents.

Note: 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. In Workplace XT, 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, click Delete Local File to delete the local copy of the saved document after the save procedure is completed. Close the local copy before you complete the save procedure. Your site administrator determines whether 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: July 2011


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