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Send To, Create New Document... feature in Unity Client

Larry_Henry
Confirmed Champ
Confirmed Champ

In the Thick client you can right click on a document in Retrieval, select Send To, Create New Document... when you are creating a new document, you have the option to put a check mark next to the "Delete copied pages from original document". One of the ways we use this is when a document contains pages that needs to go to a different document type. This works great. However, in the Unity Client the "Delete copied pages, etc..." does not exist (or at least not to the best of my knowledge). Am I missing something or do we just need to continue to use the Thick client for this. We are trying to get our users to stay in Unity if possible.

Thanks for any help on this.

1 ACCEPTED ANSWER

Mike_Walkuski
Employee
Employee

Hi Larry,

There aren't any special configuration settings to get this option to show up versus the Thick Client. I tested locally in 18.0.1.46 on an image document and the option is present.

9a55b392388e491b9c239bd7e50e2b5b

What interface are you performing this from? (Retrieval, Batch Processing, Workflow)

What Type of document are your working with?

Was the document locked when you opened it?

View answer in original post

1 REPLY 1

Mike_Walkuski
Employee
Employee

Hi Larry,

There aren't any special configuration settings to get this option to show up versus the Thick Client. I tested locally in 18.0.1.46 on an image document and the option is present.

9a55b392388e491b9c239bd7e50e2b5b

What interface are you performing this from? (Retrieval, Batch Processing, Workflow)

What Type of document are your working with?

Was the document locked when you opened it?