Using Save And Save As – uPerform On-Premise Manuals

Using Save

When you save your work, the content is saved on your local hard drive. The save location is specified when you first record or create the content. The Editor notifies you of progress, success, and failure in the status bar.

The Editor automatically saves your work every 2 minutes. If the Editor is closed without saving, the last auto-saved copy of your work can be recovered. Refer to the Specifying Auto Save Settings section for additional information.

Until you check in your work, the content is not saved on the Server. For information on using the check in functionality, refer to Check In.

Saving Your Work

Create or open content.
Select File > Save.

NOTE:

It is good practice to save your file before switching between views.

Using Save As

The Save As functionality is specifically designed to enable you to create a copy of the file, to assign a new ID to the file, or to create translated content.

Assigning a new ID to a file allows you to create a copy of the uPerform file and check it into the Server under a different location with a different name.

Translated content is content that retains a link to the original. This link allows you to manage changes that may potentially affect more than one document or course. When the original content is changed, then you as the owner of the translated content are notified of the change to allow you to review the content for potential editing.

When you save your work as translated content, the content is saved on your local hard drive. The save location is specified when you first perform a Save As operation. Until you check in your translated content, the content is not saved on the Server. For information on using the check in functionality, refer to Check In. For additional information on translated documents, refer to "Managing Translations and Related Content" in the companion manual Managing Content.

Using Save As to Create a Duplicate of Content

Create or open content.
Select File > Save As....
Click No to create a copy.
Enter a name in the File name field.

NOTE:

Avoid the use of special characters when naming your content.
Click Save.

The duplicate will display in the Editor.

Using Save As to Assign a New ID to Content

Create or open content.
Select File > Save As....
Click Yes to assign a new ID.
Enter a name in the File name field.

NOTE:

Avoid the use of special characters when naming your content.

NOTE:

Change the document title to avoid having different documents with the same document title.
Click Save.

The file with the new ID is displayed in the Editor.