Drag-and-Drop

You can use drag-and-drop to perform the following functions in SAP Easy Document Management:

Move Windows files from Microsoft Windows Explorer to SAP Easy Document Management to check them in
Move document info records (DIRs) or folders within SAP Easy Document Management
Copy DIRs or folders within SAP Easy Document Management
Copy DIRs or folders as a link within SAP Easy Document Management
Copy or move mails and mail attachments from Microsoft Outlook

Features

The following operations can be performed:

Operation	Description
drag-and-drop or SHIFT + drag-and-drop	This allows you to move a DIR, Windows file, or a folder. The document or folder is added to the target folder and deleted in the source folder. Note You cannot move files or folders out of the Search Result folder. End of the note.
CTRL + drag-and-drop	This allows you to copy a DIR, Windows file, or a folder. The document or folder is added to the target folder.
CTRL + SHILFT + drag-and-drop	This allows you to copy a DIR or a folder as a link. The document or folder is added to the target folder as a link. Note You cannot create a link of a Windows file. End of the note.

When using drag-and-drop, you must be aware of the following:

You cannot perform the drag operation on the public root, private root, or search result folders.
While moving or copying a DIR that already has an original with the same file name, the system asks whether you want to overwrite this file. If you do not want to overwrite the file, the (SAP Properties) dialog box opens, where you can change the metadata and check in the file.
When you transfer files to a folder in SAP Easy Document Management this creates a new DIR and checks in the file. Depending on the registry settings, the Create Document dialog box appears.
You cannot transfer folders on your PC to SAP Easy Document Management by copy and paste or drag-and-drop.

Activities

Create Files without Manual Intervention

In SAP Easy Document Management you can transfer files from a local directory of Microsoft Windows Explorer to the folder structure of SAP Easy Document Management. You can choose whether to create the files in the background without manual intervention.

If you do not want to intervene in the creation transaction, select the following checkboxes:

Select This Storage Category for All Files
Creates all files and stores them in the same storage location
Use This Application for All Files with This Extension
Saves all files with the same document type

Note Note

If you want the system to create documents in the background without manual interaction, set the CreateDocsWithoutDlg registry value to 1. For more information about registry entries, see Centrally Controlled Registry.

End of the note.

The system uses the default storage location that you define under (Preferences). When you create and check in a DIR, you can select a storage area and select the Select This Storage Category for All Files checkbox.

The system uses the document type, which you previously selected to create a document, as a default. This default is used regardless of whether the creation transaction ran in dialog mode or in the background.

If a DIR was created in dialog mode, you can change the document type for simultaneous checkin.
If a DIR was created in the background, the document type is not visible and cannot be changed.