Creating a Document 

Prerequisites

You can create documents of the classes that were not forbidden by the administrators.

When you create a document, the attributes that you have preset in your private office settings are used as a basis. With most documents you can change the attributes during the creation process. It is only when you are creating PC documents using the Import function that the document is directly created with the preset attributes and you do not have the opportunity to change the attributes. However, you can change the attributes afterwards, provided that the document has not already been sent.

Whether and which documents are proposed when you use the function Create more documents directly depends on your private office settings.

It is advisable to create PC documents that involve a lot of work on your PC first and to process them offline. The existing document can then be created in the Business Workplace using the Import function described below.

Procedure

The procedure differs depending on the class of the document that you want to create:

Function

Description

Create short message
  1. In the folder content list, choose New Message.
  2. Proceed as described in Sending a Short Message from step 2.

Irrespective of whether you send the message directly or only create it, when it is saved it is moved to the outbox and/or to the folder defined for documents sent, depending on your private office settings.

Create message
  1. In the folder content list, choose .
  2. Enter a title.
  3. On the tab page Document content, enter the text. The standard text editing functions are available. You can change the document attributes on the tab page Attributes.

Further editing options are available.

Create more documents directly
  1. In the folder content list, choose <Name> in the list field of .

    2. <Name> corresponds to one of the names specified in your private office settings for the default PC document classes, for example, MS Word document.

  2. The rest of the procedure depends on the document class.

You edit the document contents of PC documents in the PC application. You can change the attributes in the Business Workplace on the tab page Attributes.

Create (import) a document existing on your PC in the Business Workplace
  1. In the folder content list, choose Import in the list field of .
  2. In the subsequent dialog box, navigate to the required PC folder and select the document by double-clicking on it.

The document is created in the current folder in the Business Workplace. In the process, the existing file name, without the file extension, is automatically copied as the title.

Create documents of any class
  1. In the folder content list, choose Create more in the list field of .

    2. The document maintenance screen appears on the tab page Attributes.

  2. Specify the required document class and, if necessary, change the attributes.
  3. Switch to the tab page Document content.
  4. The rest of the procedure depends on the selected document class. The creation of a graphic of the class BMP is described below as an example.

The document is finally moved to the folder that is specified in the attributes.

Create an existing or new object in the Business Workplace
  1. In the folder content list, choose Create more in the list field of .

    2. The document maintenance screen appears on the tab page Attributes.

  2. In the field Document class, enter OBJ and, if necessary, change the attributes.

    3. A dialog box with the available object types appears.

  3. Select an object type.
  4. Specify which object you want to create as the object document in the Business Workplace. You can either create an object existing in the R/3 System or, possibly, a new object. The procedure depends on the selected object type. In Creating an Object, the creation of a telephone call is described as an example.

The procedure for creating a graphic is described below as an example.

When you create a new PC document from the Business Workplace, you may receive the message from the PC application that the file cannot be opened because it does not correspond to the format of the application. In this case, proceed as follows:

Create the document in the PC application and then create the existing document using the Import function in the Business Workplace. Alternatively, contact your system administrator. The administrator can create a default document for the relevant application.

Example: The creation of a new graphic of the class BMP:
  1. In the folder content list, choose Create more in the list field of .

    2. The document maintenance screen appears on the tab page Attributes.

  2. In the field Document class, enter BMP and, if necessary, change the attributes.
  3. Switch to the tab page Document content.

    4. A graphic-editing program installed on your PC (for example, MS Paint) is opened in a separate window.

  4. Edit the graphic and save the document firstly in the PC application and then in the R/3 System. For further information, see Calling a PC document.