Managing Business Document Content
On creation of a business document, a business document version is created automatically. A business document therefore comprises at least two objects:
• a business document
• a business document version
The business document version name is calculated from the business document name.
If document content evolves, following a new regulation for example, you must create a new version of your business document and download the new updated file in Hopex .
To modify the business document, Hopex offers two possibilities:
• Update business document: replaces the old version
This functionality should be used when:
• you want to carry out minor corrections.
• you are debugging the business document.
• Create now business document version: keeps the old version and creates a new version
This functionality should be used when business document content evolves and you want to keep the different versions.
Updating the current version of a business document
To update a business document:
1. (Optional) Open the business document and save it locally to modify it.
You can open a business document to consult its content, but you cannot modify it directly from the editor proposed by
Hopex.
2. In Hopex, right-click the business document and select Update.
You can also update the current version of the business document from the business document properties (
Version history tab , select Update current version.
3. In the dialog box that appears, select the modified document and click OK.
The current version of the business document is updated in the repository.
Managing business document versions
The version of a document enables access and referencing of the different valid versions of the same document. For example, legal regulations evolve from one year to another. A business document version is a business document.
To create a new business document version:
1. Right-click the business document and select New Version.
2. Select the file in the desired location and click OK.
A new business document version is created. The modified document is downloaded in this new version.
The document version number is incremented.
The old business document version is kept.
To access business document history:
1. Open the properties dialog box of the business document.
2. Click Version History
This tab is available only if your profile authorizes you to create document versions.