Copy a document - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
Product
SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

The Copy Document command copies all document master properties, and then creates a new document master, revision, and version. This command is available when you right-click a document.

  1. Right-click the document that you want to copy and click Document > Copy Document.

  2. Provide the new document with a unique name, and then provide additional information for the document copy, as necessary. Asterisks (*) indicate required information.

  3. Click Next.

  4. Select the files to be copied from the source document. To copy markups of the copied files, select Copy markups.

    SHARED Tip All the files from the source document are selected by default. The Copy markups option is also selected by default.

    • The visibility of the Files to be copied list can be controlled by configuring the Copy Files argument on the corresponding method of the CopyObj client API.

    • The first time you open the Attach File dialog box, the Delete local files option is selected by default. Any time you clear the Delete local files option, the selection is stored in the local system to be used as default the next time you access this dialog box. Users can change their preference at any time by selecting this option.

  5. Click Add File to find other files to attach to the new document.

  6. Click Finish.

When you create, copy, or revise a publishable document in the authoring domain, a revision for that document is automatically reserved in the data warehouse domain. This functionality keeps the revision details in the authoring domain and the data warehouse synchronized for the same revision of a document.