Function documentationCreate Documents and Folders

 

In SAP Easy Document Management, you can create new folders and documents. You must consider the following:

  • Determine the selection of document types

    To do this, you must implement the EASYDMS_MAIN01 (GETDOCTYPES) Business Add-In (BAdI).

  • Define default document data

    To do this, you must implement the EASYDMS_MAIN01 (GETDOCDEFAULTS) Business Add-In (BAdI).

For more details about document type and document data, see SAP Service Marketplace at Start of the navigation path http://service.sap.com/instguidesInformation published on SAP site Next navigation step SAP Business Suite Applications Next navigation step SAP PLM Next navigation step SAP Easy Document Management 7.1 Next navigation step Master, Installation, and Application Operations Guide 7.1 End of the navigation path.

The relevant section is Enhancement Concept in SAP Easy Document Management.

Features

You can create new folders and documents in any of the following ways:

  • Create folders and documents in Microsoft Windows Explorer

    • In the context menu with Create Document and Create Folder.

    • By choosing New Folder (New Folder) and Create Document (Create Document) .

  • In a workstation application, such as Microsoft Word

    You create a new file and save it to a private or public folder in SAP Easy Document Management with Save As. The file is saved in the selected folder as a new document.

    When you create the document or folder, the system requests document data such as a description and a document type. You can attach files to be added. When you confirm the entries, the system copies the file to the selected folder and automatically checks it in to the central storage area Locked (Locked). For more information, see SAP Properties.

  • With Create New Version (Create New Version), you can create a new version of a selected document.

    Caution Caution

    You cannot create new versions of folders.

    End of the caution.

    The new version of the document is located in the same folder as the source document. If you create a new version of a document that is linked in a folder, the new version is created in the folder that contains the link. It is not created in the folder in which the source document is located.

    Note Note

    When you create a new version of a document info record (DIR), you can also create copies of the object links. The available object links depend on your settings in Customizing for Document Management under Start of the navigation path Control Data Next navigation step Define Document Types End of the navigation path.

    End of the note.

  • By implementing the Business Add-In (BAdI) EASYDMS_MAIN01 (FOLDERCREATESIMPLE), you can create a new, simpler create mode for folders, based on created mode in Microsoft Windows Explorer.

    The system creates the folders in the background in this create mode, and sets the description of the folder to changeable.

    In the implementation, you can define whether all folders are created with the new create mode, or only those explicitly selected (see SAP Note 862482).