3.3 Updating Existing Content in Oracle I/PM

If you have a reason to change a document or update its metadata, you can do so provided that you have the proper permissions.

To update the document and document metadata, do the following:

1. Search for the document you want to update. For detailed information on how to search, see "Executing a Search".

2. Click the row in the search results with the document you want to update to select it, and click Update in the Search Results Toolbar, or right-click on a document and select Update from the Search Results Contextual Menu. The Update Document Page window opens.

3. If you want to update the document, click Browse to locate the new document to upload. A standard dialog box opens for you to locate the document.

   
   

   Note: If using your keyboard rather than your mouse to select the Browse button, use the Space bar to execute the Browse button function and open the dialog box. The Enter key does not execute the Browse button function.

   
   

   1. Navigate to the new document and click Open. The dialog box closes and the path to the document is displayed in the Document Image field. Depending on the application settings, the new document either replaces the original or creates a new revision of the original.

4. Update the information in the desired metadata fields.

5. Optionally, enable Lock Document or Keep Locked, depending on whether or not you have previously locked the document. It is recommended that you lock the document before updating it. Locking a document does not prevent others from viewing it, but ensures that no one else can update the document while you have it locked. Once locked, a document can be unlocked either by the person that locked it, or someone with Lock Admin rights.

6. Click Update. A confirmation is displayed at the bottom of the Update Document page.

   
   

   Note: In some cases when updating a document you may receive an error stating that you are unable to lock the document. This is due to a permission error in the repository that stores the document and metadata and is not related to the Lock Document option. Contact your system administrator if you have questions about any error you receive if unable to update a document.

   
   

7. Close the Update Document Page.

3.3.1 Updating a Document From the Properties Panel

You can also update a document from the Properties Panel of the Viewer by doing the following:

1. With the document displayed in the Viewer, click Update in the Properties Panel. The metadata fields in the panel are enabled.

2. If you want to update the document, click Browse to locate the new document to upload. A standard dialog box opens for you to locate the document.

   
   

   Note: If using your keyboard rather than your mouse to select the Browse button, use the Space bar to execute the Browse button function and open the dialog box. The Enter key does not execute the Browse button function.

   
   

   1. Navigate to the new document and click Open. The dialog box closes and the path to the document is displayed in the Document Image field. Depending on the application settings, the new document either replaces the original or creates a new revision of the original.

3. Update the information in the desired metadata fields.

4. Optionally, enable Lock Document or Keep Locked, depending on whether or not you have previously locked the document. It is recommended that you lock the document before updating it. Locking a document does not prevent others from viewing it, but ensures that no one else can update the document while you have it locked. Once locked, a document can be unlocked either by the person that locked it, or someone with Lock Admin rights.

5. Click Update. A confirmation is displayed at the bottom of the Properties Panel.