A.8 Update Document Page

The Update Document page is used to update the metadata of an existing document or to replace it with a new document. Depending on the application versioning settings, a new version of the document may be created or the document may be replaced by the updated one. To access the Update Document page, select a document from a Search Form Criteria and Search Results Table and then select Update from either the Search Results Toolbar or the Search Results Contextual Menu. ibsmith: Screenshot needs to be updated. When you see the new screen, there is an OK button now that closes the dialog.

Note:

You can also update the document metadata by clicking Update on the Properties Panel of the Viewer. This does not display the Update Document page, but instead enables the metadata fields in the properties panel to be modified. Once changes have been made to the fields, click Update again to submit the changes.

Description of the illustration GUID-45AADBB3-856B-4C2A-802E-FE4B76C078AC-default.png

The following table describes the elements available on the page.

Element	Description
Document ID	The unique document identifier automatically generated by the system.
Original File Name	Original name of the file that is being updated.
Application Name	Name of the application in which the document resides.
Document Image	Enter the name of the updated file to upload. Click Choose File to navigate to the file and select it to populate the field. Leave this field blank if updating the document metadata fields only. Note that if using your keyboard rather than your mouse to select the Choose File button, use the Space bar to execute the Choose File button function and open the dialog box. The Enter key does not execute the Choose File button function. {Addresses Bug 8532143 - REG7: ACC: ENTER KEY IN BROWSE BUTTON CLOSES UPDATE FILE DIALOG -bas}
metadata fields	Metadata fields differ based upon the application selected.
Keep Lock or Lock Document	After updating a document, enable this to keep a previously locked document locked (Keep Lock) or to lock it (Lock Document). Locking a document prevents it from being updated or moved by anyone other than the user that has it locked. Note that even though a document is locked in Imaging, it is still possible for it to be deleted by any user with security rights to do so, from either the Content Server repository outside of Imaging, or from within Imaging. While this is an unlikely occurrence, if a person has the rights to delete a document, they can do so. {Bug 9047594 - REG17: USER IN UCM IS ALLOWED TO DELETE DOC THAT IS LOCKED TO ANOTHER IPM USER -bas}