To revise a document, you replace the current version with a new one that you upload from your local machine. The new file does not necessarily have to have the same file name as the original. This is also how you populate an empty document in Primavera Unifier with the completed document from your local machine.
The newest version of a document is available in the project or shell Documents log. Earlier versions can still be accessible in the View Revisions window. When a document is revised, the file itself is never changed. It remains untouched. Each version is maintained separately.
The procedures for uploading the revisions depend on the file transfer method you have chosen. The procedures for uploading revisions are the same as for uploading files.
Note: You can help control revisions by locking documents or checking them out prior to revising. If you have locked the file, you must unlock it before proceeding. If you have checked it out, you can revise it by checking it in, or cancel the check out before proceeding.
To revise a document using the revise function
| 1 | Do one of the following: |
| • | If you are revising a file with a new version with the same file name, proceed to the next step. |
| • | If the revised file has a different name, select the document in the documents log, click the Properties button and select the Options tab. Be sure the Revisions must have the same file name checkbox is not selected. |
| 2 | Select the document in the documents log. If you are using the Advanced File Transfer method, you can choose multiple documents to revise. |
| 3 | From the Edit menu, click Revise. The Revise File window opens. |
| 4 | Do one of the following: |
| • | If you are using the Basic or Intermediate File Transfer option, browse to the file to upload and click OK. |
| • | For Advanced, select one file at a time to revise and click the Modify button. Navigate and select the file revision to upload. Click Open. |
Note: You can click the Advanced Options button to expand the window. The options are the same as when uploading files into the Document Manager.
| 5 | Click Upload to upload the revised file into the Document Manager. |
The publication number (Pub. No.) of the file increases by one for each revision uploaded. For example, the first time you upload a document, the publication number is 1. If you revise it, the publication number becomes 2, and so on.
To revise a document automatically upon uploading
| 1 | Follow the procedure for uploading documents, based on your File Transfer option. |
| 2 | In the Upload window, click the Advanced Options button to expand the window. |
| 3 | Select the Revise automatically if file with same name exists option. |
| 4 | If you are uploading a file that has the same file name as a document that already exists in the Document Manager target folder, that document will automatically be revised to the newly uploaded version. |
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