Change the Type Of a Document – Meridian PowerWeb Knowledge Base

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 group that is assigned to the Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.

To change a document’s type:

Right-click the document that you want to change, point to Document, and then click Change Document Type. The Change Document Type dialog box appears.
Select a new document type. If a scope is active, document types that are not enabled for that scope will not appear for selection.
Click OK. The document type of the selected document is changed.

Select the document that you want to change.
In the Document ribbon, in the Action group, click Change Document Type. The Change Document Type dialog box appears.
Select a new document type. If a scope is active, document types that are not enabled for that scope will not appear for selection.
Click OK. The document type of the selected document is changed.

Because changing the document type of a document cannot be performed on locked documents, they will be automatically unlocked when the Change Document Type command is executed.