Editing the Document or Folder 

Use

You can edit documents as follows:

●      Change document and folder data

●      Delete

●      Copy and paste

●      Cut and paste

●      Check out documents

●      Check in documents

●      Display and change linked files

Prerequisites

●      You assigned documents and created folders for a project element.

●      You are editing a project element and are on the Documents tab page.

Procedure

Changing Document and Folder Data

...

       1.      In the Document Folder column, navigate to a document or folder.

       2.      Change the data.

       3.      Save your entries.

Deleting a Document or Folder

Note that when you delete a folder, the system also deletes all subdocuments and subfolders.

...

       1.      In the Document Folder column, navigate to a document or folder.

       2.      Choose Delete.

       3.      Confirm that you want to delete the object.

       4.      Save your entries.

Copying and Pasting a Document or Folder

...

       1.      In the Document Folder column, navigate to a document or folder.

       2.      Choose Copy.

       3.      In the Document Folder column, navigate to the place where you want to insert the folder or document.

       4.      Choose Paste.

The system creates a copy of the document there.

       5.      Save your entries.

Cutting and Pasting a Document or Folder

...

       1.      In the Document Folder column, navigate to a document or folder.

       2.      Choose Cut.

       3.      In the Document Folder column, navigate to the place where you want to insert the folder or document.

       4.      Choose Paste.

The system moves the document.

       5.      Save your entries.

Checking Out Documents to Your PC

...

       1.      In the Document Folder column, navigate to a document.

       2.      Select the indicator Document cannot be changed by other users to lock the document so that other users cannot make changes to the file data.

If you do not select this indicator, other users can overwrite your changes.

       3.      Save the document to your hard drive by clicking the secondary mouse button on the file name and selecting the appropriate function from the context menu.

If you want to check this document in again later on, you must remember where you saved it.

Displaying and Changing Linked Files

...

       1.      In the Document Folder column, navigate to a document.

       2.      In the File Data area click the file name.

The system opens the file for editing.

       3.      Make changes, if required, and save the file to your hard drive.

If you want to check this file in again later on, you must remember where you saved it.

Checking In Documents from Your PC

...

       1.      In the Document Folder column, navigate to a document.

       2.      Choose Create Version.

       3.      Choose Browse and select the file that you want to check in.

       4.      Select Create New Version to create a new content version, or select Overwrite Current Version.

       5.      Choose Check In to check the document in to the system, or choose Check In As URL to create a link to the document.

The system switches to the detailed information for the document and copies the document name to the document data.

       6.      Enter a Description, if required, and enter the Status.

       7.      Deselect the indicator Document cannot be changed by other users so that other users can make changes to the document or check the document out.

       8.      Save your entries.