BlueCielo Meridian REFSYS 2012 Overview Guide | BlueCielo ECM Solutions

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Functional flow

Documents that are stored in the vault can cross scope boundaries during their lifecycle.

The following table lists the source and destination scope transitions that can occur during the life cycle of documents.

Document type flows

Source

Destination

Reason

Any

Archive

A document is obsolete.

Archive

Any

A previously archived document has been restored

Projects

Archive

A project copy of an asset document has been released. The project copy is automatically archived as part of this operation. (Optional)

Projects

Masters

A document is released as a new or updated revision of a Master asset document

Masters

Projects

A project copy is created of a master asset document

Projects

Miscellaneous

A project document has been reassigned as a non-project specific generic document. Possible via change document type.

Miscellaneous

Projects

A miscellaneous document has been reassigned as a project document. Possible via change document type.

These transitions are illustrated in the following figure.

Related Information

Scope relations

Date-dependent navigation views

Document type scopes


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