Saving Changes to Your Document
Most changes to a document are not applied until they are saved. The only exceptions are creating, moving, and deleting pages, which are applied immediately and which require the document be saved before the action will be carried out.
Changes that require saving a document include:
- Adding, modifying, or removing an annotation from an image or text
- Modifying the text assigned to a page (manually or by generating text through OCR)
- Rotating an image
- Modifying field data
Note: Some other actions that do not involve modifying the document also require saving it, such as exporting an image.
Note: For information on saving changes to an electronic file, see Working with an Electronic File.
Once one of these actions takes place, the Save and Save As options become enabled, indicating you have changed the document and your change has not been applied. If you modified a particular page, you will not be allowed to view another page or close the document until you choose to save or discard your changes. If you modified field data, you will not be able to close the document without choosing to save or discard your changes.
You can save a document in one of three ways:
- Save: The standard save function will save the document in place. If the document is not under version control, the original document will be replaced with your changes. If the document is under version control, your changes will be saved as a new version. See Versions for more information.
- Save As: New Version: The current state of the document will be saved as a new version within this document. If the document is not currently under version control, selecting this option will place it under version control. See Versions for more information.
- Save As: New Document: The current state of the document will be saved as a new document in the repository. Note that, if you do not also save in place, your changes will not be reflected in the current document Save As: New Document in the Link Group: The current state of the document will be saved as a new document in the repository, and that document will be added to the current document's link group. This option will only display if the document was already a member of the link group. Note that, if you do not also save in place, your changes will not be reflected in the current document.
To save changes to your document
- Make the desired change to your document.
- To save in place, click CTRL + S, select Save from the File menu, or click Save
on the toolbar. This will save as a new version if the document is under version control, or will save your changes over the current document if it is not. - To save as a new version, as a new document, or as a new document in the link group, open the File menu, point to Save As, and select New Version, New Document, or New Document in the Link Group.
- If you selected New Document or New Document in the Link Group, the new document dialog will open, allowing you to specify a document name, field and template information, and tags.
To save changes to your document
- Make the desired change to your document.
- To save in place, click CTRL + S, select Save from the File menu, or click Save on the toolbar. This will save as a new version if the document is under version control, or will save your changes over the current document if it is not.
- To save as a new version, as a new document, or as a new document in the link group, open the File menu, point to Save As, and select New Version, New Document, or New Document in the Link Group.
- If you selected New Document or New Document in the Link Group, you will be prompted to provide a name and, optionally, a new path.
Note: If you don’t save a document prior to closing it, you will be prompted to save or discard your changes.