Change the Type Of a Document

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.

Important!

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.

Note:

To perform this task, you must be a member of a group that is assigned to the Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.

PowerWeb Procedures

Choose one of the following options:
- From the context menu:
  1. Select one or more documents.
  2. Right-click your selection, point to Edit, then Organize, and select Change Document Type.
    
    The Change Document Type dialog box appears.
  3. 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.
  4. 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.
- From the ribbon:
  1. Select one or more documents.
  2. In the Edit ribbon, in the Organize group, click Change Document Type.
    
    The Change Document Type dialog box appears.
  3. 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.
  4. 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.