Hello Jillian,
- First of all I am referring to a document and not in the document Item Type.
The process that I follow is very simple because I don't use an ECN/ECO or a similar system. I just have created a simple workflow Preliminary state - In Review - Release.
These are my steps: Document tab > Documents > New Document > give the necessary information (name/number/type/authoring tool ..etc) and in the File tab, I upload a revit file. I am in the Preliminary state now.
-1st question: If now I want to make a change in this file I should delete the old one and upload a new one? Is there any way to open the file, to make the change and to save this change in Aras document where the file is?
I click in the Promote Item and promote the document from the preliminary state to In Review state.
-2nd question: Again here I have the same question. How can I make a change in the document or I can't?
I click again in the promote item and promote the document from the In Review state to the Release state. Here I am able to create a new revision.
-Which is the process again, in order to make changes in the uploaded file?
2. When I create a document and click in the template box, I don't understand any different in the whole process. Could you please tell me what happen?
Maybe I didn't follow the correct process, so I would like to tell me the correct way that I need to follow in order to make changes in an upload file. Should I use an ECO?
Thank you in advance!
