Deriving a document is the same as copying a document except that a reference is made to the original document so you can easily locate the origin of the derived document. The revision number of a derived document is not incremented. References to and from the original document are not copied to the new document. To also copy the references, use Derive with References and see Duplicate References. You may derive new documents only from existing released documents.
Unlike a new revision (created by a document workflow) or a replaced document in which references to its source document are updated to refer to the new revision, references to the source of a derived document are not updated to refer to the derived document. This can be important if you need to maintain the existing configuration of references between assemblies, subassemblies, and parts. Another difference between the Derive Document and Replace Document commands is that derived documents are not retired, but replaced documents are retired and may not be revised again unless they are unretired.
For a comparison of the various copy commands, see Copy Commands.
To derive a new document from an existing document:
- Select the source document that you want to copy.
- On the Edit ribbon, in the Copy group, click Derive. If the document type of the original document has been configured to show property pages for the Copy Document command, the pages are shown with the original document’s property values as defaults.
- If necessary, type or change property values for the new document and click OK. A new document is created in the current folder with the same file content as the original document.
- Select either the derived document or its original document.
- On the Document ribbon, in the Information group, click Show References. The References page appears. For descriptions of the features of this page, see View References.
- Select either the Derived from or Derived to reference type from the Show reference type list.
If the document type is configured to use a document type workflow, the new document may be automatically placed under change to you. The status of the original document is not changed.
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