Copy Document Title

Explanation

Use this activity to copy a document title and create a new document title. The Copy Document Title assistant can be used to copy document titles.

It is possible to select the data that should be copied to the new document by selecting following options.

• Copy Structure: If the old document has sub-documents those documents will be copied to the new document as sub-documents.
• Copy File: If the old document has a file checked in, that file will be copied.
• Copy Approval Routing: If the old document has an approval routing, that will be copied.
• Copy Access: Copies all the access records in Document Revision/Access tab of the latest revision of each sheet to the new revisions created. Object controlled access lines will be handled by the object connection.
• Copy Field Values: The values in Note, ISO Classification and Confidential fields in Document Revision/Title tab; Description fields in Document Revision/Sheets/Descriptions tab; Note, Scale, Reason for Issue in Document Revision/General tab and Alternate Document Number field will be copied.
• Copy Object Connections: If the old document has connected objects, those object connections will be copied.
• Copy Correspondence Info: Copies the Correspondence information in Document Revision/Correspondence tab.

Prerequisites

You must have (at a minimum) view access to each of the files that are copied from the source document title. If you don't have at least view access to each file, you can still copy the document title, but the Copy File option in the Copy Document Title assistant cannot be selected.
You will not see documents protected with the Restricted Access if you do not have view access granted to them.

System Effects

As a result of this activity, a new document title is created from the source document title. If the current document title has several sheets, new document will be created with same number of sheets. The data copied to the new document will be taken from the latest revisions of the corresponding sheets.

Pages

Document Object Connections
Document Package
Document Revision
Document Revisions
Transmittal

Activity Diagrams

Create Document