Document Set Actions
Rename Document Set
1. Select the document set in the left pane and click to launch the Rename Document Set popup.
.
2. Enter a new unique name for the document set. Up to 50 characters are allowed.
3. Click Save.
Clone Document Set
Document sets can be cloned. Cloning duplicates the documents and log sheets so the clone matches the original.
1. From the Sets tab within Document Authoring select the set to be cloned.
2. Click . The Clone Document Set window displays.
3. Enter in the new name and click Clone. The document will display in the list with the new information.
4. The below message will appear if the cloning was successful.
Delete Document Set
A document set can only be deleted if it has not been used by an operator in execution.
From the left pane, select a document set and click to delete it.
1. If the document set can be deleted, users will see a confirmation popup. Click Delete.
2. If the document set cannot be deleted, users will see a notification.
Was this helpful?