Creating Content Versions Automatically 

Prerequisites

You can create a content version automatically for a processing status of an original application file if you have created the following two items in Customizing.

  • The workstation application must support content versions (setting in Customizing of Document Management General Data Define workstation application).
  • You must have at least one status defined for the document type (such as check request) that has the indicator Create content version automatically set (setting in Customizing of Document Management Control Data Define Document type Define document status).

See: Creating Content Versions

Procedure

  1. Process the document on the tab page Document data
  2. Set a status that automatically creates a content version, such as check request.

A dialog box appears where you can enter a descriptive short text for the version.

  1. Confirm your entry. You can continue with processing the document.
  2. Save your document.

Result

The system creates a copy when start to process the original application file again. The previous processing status remains unchanged in the secure storage area and can be displayed from the tab page Originals.
All changes are saved in the new content version that is also checked in and stored in a secure storage area.