Discarding a document from a project folder

Discarding a document from a project folder deletes the project copy. This is essentially the same as revoking a revision under change in a document workflow. The project copy is destroyed along with all changes made to it and cannot be restored. As such, you should only discard a project copy from a project folder when you are absolutely certain that it will not be needed.

Note    
  • Discarding a project copy from a project folder is similar to, but different than, deleting a project copy from the project folder. They both delete the project copy and unlock the master document. But deleting the project copy breaks its incoming references whereas discarding the project copy reroutes its incoming references to the master document and maintains the referential integrity of the related documents. For this reason, you should always discard project copies, not delete them unless you know that no incoming references will be broken.
  • By default, this action also removes any references to the discarded project copy. However, this behavior can be configured differently by a system administrator. Depending on how it is configured, references between project copies might be redirected to the master document if a project copy is discarded from the project. If the remaining project copy is released from the project, both master documents will then be related by a reference that did not exist prior to the project copies being made. In some scenarios, such as assembly relationships, this might be desirable. In other scenarios, such as custom references, this might not be desirable. Before using this command, carefully consider its effect on references with respect to your business processes and consult a system administrator if the result is uncertain.

To discard a project copy document from a project folder:

  1. Right-click the project copy that you want to discard, point to Project, and then click Discard from Project. A confirmation dialog may appear.
  2. Click OK to proceed to discard the selected document. Click Cancel to cancel the action.

Or

  1. Select the project copy that you want to discard.
  2. In the Document ribbon, in the Assign group, click Discard from Project. A confirmation dialog may appear.
  3. Click OK to proceed to discard the selected document. Click Cancel to cancel the action.

To discard a project copy document from a project folder:

  1. Select the project copy to be discarded.
  2. From the Document menu, select Managed Change (Master/Project Copy) , and click Discard from Folder (Discard from Project). A confirmation dialog may appear.
  3. Click Yes to proceed to discard the selected document. Click No to cancel the action.