Copying and Exporting Documents

This chapter provides an overview of copying and exporting documents and discusses how to:

• Copy documents.

• Export documents.

Understanding Copying and Exporting Documents

The Document Builder enables you to make a copy of an existing document, as well as export document schema to a file.

However, if a document is read-only, you cannot copy or export it. The conditions under which a document is read-only are described elsewhere in this PeopleBook.

See Managing Write-Access to Documents.

Copying Documents

Use the Documents Builder copy feature to copy and save a document using a different name. When you click the Copy button from the Documents Builder - Document tab, the following Copy Document As page (IB_LOGICALCOPY) appears:

When you copy a document, one of the following parameters you use for the new document must be different than the original: Package, Document, or Version.

To copy a document:

1. Access the Document Builder (PeopleTools, Documents, Document Builder).

2. Locate and open the document definition to copy.

   The document appears in the Document Builder.

3. At the bottom of the Document Builder page, click the Copy button.

   The Copy Document As page appears.

4. In the Package field, enter the package name or click the Lookup button to search for one.

5. In the Document field, enter the document name or click the Lookup button to search for one.

6. In the Version field, enter the version number or click the Lookup button to search for one.

7. Click the OK button.

   The new copied version of the document appears in the Document Builder.

Exporting Documents

The Document Builder provides a Document Schema page (IB_LOGICALSCMA_SEC) that enables you to export an XML document schema to a file. To access the page, click the Export button at the bottom of the Document Builder - Documents page. The following example shows the Document Schema page:

A Save As button appears at the bottom of the Document Schema page. When you click the button, a File Download dialog box, similar to the one shown in the following example, appears:

You can save the schema to a file or open it in an XML editor.

The XML schema of the document saved in the database is the schema that the system exports; therefore, you must save any updates to the document so that they are reflected in the exported XML schema.

The export feature exports the entire document definition.

To export a document:

1. Access the Document Builder (PeopleTools, Documents, Document Builder).

2. Locate and open the document to export.

   The document appears in the Document Builder.

3. At the bottom of the Document Builder page, click the Export button.

   The Document Schema page appears.

4. At the bottom of the Document Schema page, click the Save As button.

   A File Download dialog box appears.

5. Perform one of the following actions:

   • Click the Save button to save the schema to file.

   • Click the Open button to open the schema in an XML editor of your choice.

6. Close the File Download dialog box.

7. On the Document Schema page, click the Return button to go back to the Document Builder - Document page.