Uploading Changes

You can use the Upload Document Changes and Upload Print Format Changes actions to save changes you have made to a document or Print Format without checking it back into IQ. Changes are saved to IQ as a new revision. The document remains checked out on your workstation, thus allowing you to continue editing the document.

How to upload changes:

  1. Click the Documents module tab.

  2. Search for the document or Print Format you want to check out.

  3. Click the document name link on the search results page.

  4. Select the Check Out Document or Check Out Print Format action on the General panel of the record page.

  5. Make changes to the document or Print Format and save them. Leave the document open if you plan to make additional changes to it.

  6. Select the Upload Document Changes or Upload Print Format Changes action on the General panel of the record page.

  7. IQ updates the Status Log with a link to the version of the document as it existed prior to selecting the Upload Document Changes or Upload Print Format Changes action.

  8. Click the Text tab to view the changes that were saved by the Upload Document Changes or Upload Print Format Changes action. Note: You must use the Check In Document or Check In Print Format action to transfer the "final" document from your workstation to the IQ database.