Using the Edition Builder in PinPoint, users can select various documents from different locations and add them to an “Edition”. This means that whenever a document from the Edition is updated by a user, the Edition is updated, as well.
Add Edition
- To add documents to an “Edition”, begin by going to the locating screen you prefer, then select the documents you would like to add, then click on the Fx button at a group level.
- From the Fx menu, click on the icon to the left of “Merge Document”.
- Arrange the documents in the order you would like them in, then click “Submit”.
- Choose the Cabinet, Folder and Subdivider the edition belongs to, then choose the Document Type and Document Tab.
- Enter a name for the Edition.
- Check the “Edition” checkbox, then click Save.
View Edition
- Begin by going to Menu > Locating > Content Search
- Check the box next to “Edition” at the bottom of the left column, then click “Search”.
Add to Existing Edition
- To add new documents to an existing Edition, begin by going to the locating screen you prefer, then select the document(s) you would like to add to your Edition, then click on the Fx button at a group level.
- From the Fx menu, click “Add to Edition”.
