Storing Documents

Procedure

1. In the SAP Easy Access menu, choose ArchiveLink  Store Documents (transaction OAWD).

   A list of all defined default settings is displayed. The default settings are groups of document types based on content.

   You can Adapt the Initial Screen.

2. Select a default setting.

   A list is displayed with three columns: In the middle column are the document types that belong to this setting. On the left are the symbol(s) for the storage scenario. On the right is an organizational unit, position, or job used by the system to determine which user receives the work item.

3. To select the document type, to which you want to assign the document(s), activate the symbol in the same line as the storage scenario.

   A scenario is offered for each document type. If two scenarios are offered for the document type, you will see two symbols and have to select one scenario. The following list provides an overview of the scenario symbols:

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   This is not a workflow scenario. For more information, see Manual Storing.

   A dialog box is displayed, containing the document type, the recipient and a note, which by default is the long text for the document type. You can alter the note if necessary.

4. Choose one of the three options in the dialog box:

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     If you are storing a paper document, it is scanned in (if it has not been scanned already), and stored. A work item is created for processing the document.

     If you are storing a document that already exists in electronic format, the file selection box for your hard drive is displayed. Select one or more documents. The documents are stored. For each document, a work item is created for processing documents.

   • Mass Storing

     If you are storing paper documents, a dialog box is displayed in which you need to confirm your document type selection. Select the document type for more than one document. One by one, these documents are scanned in (if they have not already been scanned in), taken from the document stack in the scan dialog, and stored. For each document, a work item is created for processing documents.

     For each document, a work item is created for processing documents. Select a document. The file selection box is displayed again for you to select the next document. If you do not want to store any more documents, choose Cancel.

   • Drag and Drop

     A dialog box is displayed. Use Drag&Drop to move one or more files into the right screen area of the dialog box. The document is stored and a work item is created for document processing.

   • Processing is canceled.

For more information on executing the work item, see Executing a Work Item.