Searching for, Copying, and Adapting a Document

You can use the following options to search for a document:

  • Search in your finalized documents.

  • Search with the advanced search.

  • Search using categories that are assigned to the documents.

Note

This action applies only to INDD and HTML documents.
It is currently not possible to copy and customize an online document.

  1. Choose > Brand Template Builder > Documents.

    2. Your documents are displayed.

  2. Choose Finalized in the top picklist.

    3. Your finalized documents are displayed.

  3. Optional: Restrict the search result further by entering additional characteristics in the search criteria.

  4. Choose next to the document that you want to copy and adapt.

The document and its content are copied and the copy is created as a new document. The document opens in the document editor.

  1. Choose > Brand Template Builder > Customizing > Document Search.

    2. The advanced search for documents is displayed.

  2. Enter the search criteria. For more information, see Documents.

  3. Click Search.

    4. The results are displayed in a hit list.

  4. Select the document that you want to copy and adapt in the Finalized area.

  5. Click > > Copy and adapt on the document.

The document and its content are copied and the copy is created as a new document. The document is opened in the customizing wizard.

Each document is assigned to at least one category. Categories are characteristics that are created in a structured way in a category tree and managed centrally by administrators. Multiple characteristics can be assigned to a document (for example, target groups and document types).

  1. Choose > Brand Template Builder > Customizing > Document Search > Categories.

    2. The category tree is displayed.

  2. Click a category.

    3. The assigned documents are displayed in a hit list.

  3. Select the document that you want to copy and adapt in the Finalized area.

  4. Click > > Copy and adapt on the document.

The document and its content are copied and the copy is created as a new document. The document is opened in the customizing wizard.