You can save a copy of a document from SDMS to your computer for reference.
IMPORTANT If you change a saved copy, and you want to upload the modified copy, be aware that you are processing the document outside of the source control provided by SDMS. That is, another user can check out and check in the document while you are also working on the document, in which case one document will supersede the other without containing changes from the other. So, although you can save and change a copy, it is frequently a better practice to check out a document in order to make use of the source control provided by SDMS.
>> To save a copy of a document
| 1. | Log on as a user with access to Life Cycle Options> SDMS> Documents and open that branch in the console. |
| 2. | To save a copy of a document, highlight the document file and click Save Copy. |
| 3. | In the browsing window, navigate to the folder in which you want to place the copy. When satisfied with your selections, click OK. The file is now available in the selected folder. |
| 4. | To upload a saved copy, click Upload New Revision. Review the important notice at the beginning of this topic; you may want to double check version numbers after uploading a saved copy to make sure you have uploaded a version that incorporates all previously saved information. |