Changing the document type of a document causes the document to take on all of the characteristics of the destination document type: its file naming convention, workflow, revision numbering, and so on. This is useful to transition a document from a pre-production phase to a production phase of its life cycle. Another example is to change a document with a normal document type to a hybrid document type.
If the document type you change to does not use the same properties as the original document type, you will lose access to that information.
PowerWeb Procedures
Use these steps for PowerWeb.
To change a document's type:
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Choose one of the following options:
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From the context menu:
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Select one or more documents.
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Right-click your selection, point to Edit, then Organize, and select Change Document Type.
The Change Document Type dialog box appears.
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Select a new document type.
If a scope is active, document types that are not enabled for that scope will not appear for your selection.
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Click OK.
The document type of your selection is changed. PowerWeb will return an error message for any documents in the batch that are locked.
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From the ribbon:
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Select one or more documents.
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In the Edit ribbon, in the Organize group, click Change Document Type.
The Change Document Type dialog box appears.
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Select a new document type.
If a scope is active, document types that are not enabled for that scope will not appear for your selection.
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Click OK.
The document type of your selection is changed. PowerWeb will return an error message for any documents in the batch that are locked.
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From the Thumbnails view:
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Right-click a thumbnail of a document.
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Select Edit > Organize > Change Document Type.
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Select a new document type.
If a scope is active, document types that are not enabled for that scope will not appear for your selection.
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Click OK.
The document type of the selected document is changed.
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PowerUser Procedures
Use these steps for PowerUser.
To change a document's type:
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Select the document that you want to change.
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On the Document menu, select Change Document Type.
The Select Document Type dialog box appears.
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Select a new document type.
If a scope is active, document types that are not enabled for that scope will not appear for selection.
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Click OK.
The document type of the selected document is changed.
Because changing the document type of a document cannot be performed on locked documents, they will be automatically unlocked when the Change Document Type command is executed.
