Saving Phoenix Project as a Savepoint

A Phoenix project file that was created outside of Integral and, therefore is not associated with a savepoint, can be saved to Integral as a savepoint. This allows savepoint features to be applied to the Phoenix project and changes can be saved as if it were a savepoint created through Integral.

In Phoenix, right-click the Phoenix project in the Object Browser.

It must have the icon_phxproj icon before the name. If it has the icon_integralphx icon, it is already associated with Integral.

Select Save Project as Savepoint from the menu.

Once your Integral credentials have been verified, the Save Project as Savepoint dialog is displayed.

All of the repositories to which you have been permitted access are listed in the Repository pull-down. Select the one to which the Phoenix project is to be saved.

Identify the Integral savepoint container in which to save the Phoenix project as a savepoint by choosing the Root Folder first and then selecting the Savepoint Container.

Use icon_Favorites to restrict the list of root folders to only the ones marked as favorites. To refresh the list, click icon_refresh.

Only savepoint containers to which you have appropriate permissions for saving are listed.

Click the arrow button at the bottom to proceed to the Settings page.

Refer to the “Defining the settings for a savepoint project” and subsequent sections for further details.

Once the process is completed, the electronic signature submitted (if required), and the Phoenix project saved to Integral, the icon in the Object Browser changes to icon_integralphx.

Note:    Users with an “Limited” license can only create eSignature disabled folders.


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