Configuring a Document Type in OnBase to Capture Revisions - Configuring a Document Type in OnBase to Capture Revisions - This section has information on how to configure a Document Type in OnBase to enable capturing a new version of an existing document. - OnBase - Other - Hyland for Workday HCM - Other/Hyland-for-Workday-HCM/2.0/Hyland-for-Workday-HCM/Configuration/System-Configuration/Configuring-Keyword-Types-and-Document-Types/Configuring-a-Document-Type-in-OnBase-to-Capture-Revisions - 2.0 - 2.0

Hyland for Workday HCM
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Hyland for Workday HCM
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ft:lastPublication
2026-08-27T22:38:01.171000
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en-US

This section has information on how to configure a Document Type in OnBase to enable capturing a new version of an existing document.

Hyland for Workday HCM enables you to capture a new version of an existing document in OnBase and add it as a revision. To do so, you must configure the Document Type associated with an existing document.

Note: For detailed information on how to configure a Document Type to allow users to import supported files and append them to existing documents of that Document Type, see theConfiguring Revisions chapter in the EDM Services documentation.

To configure a Document Type to allow revisions:

  1. From the OnBase Configuration module, select Document | Document Types.
    The Document Types dialog box is displayed.
  2. Select the Document Type that is to be configured to allow revisions.
  3. Click Rendition/Revision.
    The Rendition/Revisions Control Settings dialog box is displayed
  4. In the Revision Settings section, select the following settings:

    Option

    Description

    Allow Multiple Revisions

    Allows documents to be changed and saved as revisions of the document. A revision is an altered version of the original document that retains the original file format.

    Always assume new revision

    Assumes that you want the changes to a document saved as a revision, if the Document Type and Keyword Values match an existing document. If selected, no prompt for revision will appear when saving image markups to a document or when editing a Microsoft Office document.

    Note: A revision of a document cannot be created while the document is locked.

    Allow Versioning

    Enables a selected Document Type to allow revisions of documents to be stamped as Versions.

    If a Document Type allows versioning, users must have either the View Revisions or View Versions privilege to view previous versions of documents of that type.

    Note:

    Regardless of a user's rights to create and view Versions, if the Document Type does not allow versioning, the user will not be able to create Versions.
  5. From the Comments section, select Allow Comments and then click Save.
  6. Restart OnBase for the changes to take effect.