Changes in an attachment
Hello,
I have created a document and I have attached a file, if I want to make changes in this file[Preliminary or in Review state], I need to attach a new one file with the new changes or there is a...
Forum Discussion
Hi Maria,
Here is my feedback to your questions below:
- 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? The method to use is to lock the Document container, download the file, modify the file in whatever authoring tool you are using (I’m assuming Revit). When you are done with the file, return to Aras and Upload the new file, you do not need to delete the old version, uploading the new version will replace it and then unlock the Document container.
- Again here I have the same question. How can I make a change in the document or I can’t? Since the document container is still editable (I assume), you would use the same steps as above – lock, download, modify, upload, unlock. You can only change the file if the state you have the file in allows Update permissions. Without the detail of the simple Lifecycle you have created, I am making an assumption that the Document container allows updates in this state. If not, you won’t be able to lock the Document container and edit the file.
- Which is the process again, in order to make changes in the uploaded file? Normally, the Document container in a Release state does not allow Updates or changes. Instead, a new Revision is required in order to lock the Document container and make changes to the associated file. If your Lifecycle and permissions are set up that way, you would first have to make the new Revision, which puts the Document container back to the first state, Preliminary, and the above process starts over again. If your Lifecycle isn’t set up that way, you may have different behavior.
- 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 The Template indicator is meant to indicate that a file is a Template to be used as the starting point for other documents. The Office Connector that is tightly integrated with the MS Office tools such as Word, Excel, and PowerPoint use this property to indicate which files can be used as Templates or starting points when authoring documents. It won’t have any effect on the above behavior, all is the same, just the “type” of file is different when you are using the Connector or something else that uses the Template concept.
- 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? Using an ECO will only automate the movement of your Document container through its Lifecycle based on signatures and approvals. The ability to download, edit, and upload won’t be any different since it involves permissions and Lifecycle.
