To Save a Copy of the Current Document to ProjectWise
If the current document is not currently stored in ProjectWise, then the dialog that opens next (Save Document As dialog, Advanced Document Creation Wizard, or Select a Wizard dialog) depends on whether or not you have a default method set for creating documents in ProjectWise. If the current document is stored in ProjectWise, then the Save Document As dialog opens.
Do one of the following:
If the Advanced Document Creation Wizard opens, click Next. When the Select Target Folder page opens, select the folder to store the new document in and click Next. On the Document Properties page, enter the name, description, file name, and version of the new document and click Next. On the Create a Document page, click Next. On the final page, click Finish. You are done.
If the Select a Wizard dialog opens, select either No Wizard or Advanced Wizard and click OK, then follow the instructions in the appropriate option above. (If you select No Wizard, the Save Document As dialog opens. If you select Advanced Wizard, the Advanced Document Creation Wizard opens.)
- In the Folder section:
For the check box next to the
Document Name field:
File Name fields as needed.
A description for the document is optional, but the document must have a name and a file name, and both the (document) name and file name must be unique in the folder or work area in which you select to store the document.
- To change the file type of the document, click the Format button. In the Save File As Type dialog, select the file type you want to save the document as and click OK.
- (Optional) Assign a ProjectWise application and department to this document from the respective Application and Department lists. You can also set either property to <none> if you do not need them.
If the Comments dialog opens, enter comments about the new document and click OK.
You can enter a new comment or select a previous comment (a comment you supplied during a previous check in) from a list.
The Comments dialog opens if comments are either required or optional for checking in documents. If comments are neither required nor optional for checking in documents, you will not see the Comments dialog.