Procedures

You can work with documents throughout the Info Center.

Related Topics:

  • Link a Document to an Info Center Record
    You can link a SharePoint document to an Info Center record. You must have access rights to the selected directory to link a document.
  • Upload (Insert) a Document and Link it to an Info Center Record
    You can upload a new document to SharePoint and link it to an Info Center record. You must have access rights to the selected directory to insert a document.
  • Select a Document
    To work with a document in Document Management (to check it out, edit its properties, and so on), you must first select it.
  • Check Out a Document
    Check out a document when you want to work on that document exclusively. No other user can edit the document while you have it checked out. The document remains checked out until you check it back in.
  • Check in a Document
    Check in a document when you finish work on it. When you check in a document, Vision updates the document version and the document's history. After you check in a document, other Vision users can check out the document and make changes to it.
  • Undo a Document Checkout
    If you check out a document and make changes that you decide not to keep, you can undo the checkout to cancel your changes and make the document available to other users.
  • Edit the Properties of a Document
    You can add or modify a document's title or description at any time.
  • Disassociate a Document from an Info Center Record
    To remove the link between a document and an Info Center record, you disassociate the document from the record.
  • Delete a Document from SharePoint
    When you delete a document in Document Management, you permanently delete the document from SharePoint. You also remove all links from the document to records in the Info Center.
  • View the Version History of a Document
    You can view previous versions of a document. Vision retains document history only if you enable versioning for the library in which this document resides. If versioning is not enabled, only the current version remains in history.
Parent Topic: Document Management and the Info Center Overview