To save a checked-out PDF document, you can choose to replace the original document in the eDOCS DM, or save it as a new version, a new sub-version, or a new document.
- After modification, go to File > Save As, click the eDOCS DM item listed under the Save As menu and then click Save As. Or click Share > eDOCS DM > Save As > Save As….
- In the Save As dialog box:
- Choose New Version/ New Sub-version/ New Document: the modified document will be saved as a new version/sub-version/document, leaving the original document unchanged.
- Choose Replace Original: the modified document will overwrite the original document in eDOCS DM.
You can save a local PDF document as a new document or a new version to the eDOCS DM. Save the changes you made in the document and then do the following:
- To save as a new document, go to File > Save As, click the eDOCS DM item listed under the Save As menu and then click Save As. Or click Share > eDOCS DM > Save As > Save As…. Then type the document information as needed and click Save.
- To save as a new version or sub-version, click Share > eDOCS DM > Save As > Save As DM Version. Select a document in eDOCS DM and save as a new version or sub-version of the document.
- To add a password protection when saving a document, click Share > eDOCS DM > Save As > Save with Options, and save the document to the eDOCS DM.