Welcome > Capture > Document / Activity variants > Maintain a document variant

Maintain a document variant

You can create a copy of a document type variant, modify, and delete an document type variant.

Create a copy of a document variant

  1. Navigate to Capture > Document / Activity variants.

    The list of document types available within your working category appears.

  2. To display the document types within a specific category, select the category on the Category list.

    Alternatively, to display a specific document variant, enter the name of the variant in the Search field and click .

  3. Expand the extraction group and select the document type under which the variant is created.
  4. On the context menu of the document variant, do either of the following, and copy the variant either within the document type or to a child of the document type.

    • To copy the variant within the document type, click Copy. A copy of the document variant prefixed with Copy 1 of to the <document variant name> appears on the Document/Activity variants page.

    • To copy the variant to a child of a document type:

      1. Click Copy to child.

        The Copy document variant to child dialog box is displayed.

      2. Click Add for Document types.

      3. From the list of child types for the document type, select the required child document types to which you want to copy the variant. To add all the child document types, click Add all.

      4. Click Done.

        Note If the document type to which the variant is being added already has a variant with the same name, the variant is not added.

  5. Click Save.
    The created document variant appears on the list in the Document / Activity variants page.

Modify a document variant

  1. Navigate to Capture > Document / Activity variants.

    The list of document variants available within your working category appears.

  2. Expand the extraction group and select the document type under which the variant is created.
  3. Click the document variant to open.

    The Edit document variant dialog box is displayed.

  4. Make changes to the variant as needed.
  5. Click Save.

Delete a document variant

  1. Navigate to Capture > Document / Activity variants.

    The list of document variants available within your working category appears.

  2. Expand the extraction group and select the document type under which the variant is created.
  3. On the context menu of the document variant, click Delete.

    On confirmation, the variant is deleted.

Unlock a document variant

  1. Navigate to Capture > Document / Activity variants.

    The list of document variants available within your working category appears.

  2. Expand the extraction group and select the document type under which the variant is created.
  3. On the context menu of the document variant, click Unlock.

    The variant is unlocked.