Transferring Documents 

Use

You can exchange documents between cFolders and cProjects and between cFolders and SAP document management (DMS) in both directions.

Prerequisites

●      You have a user in a cFolders system.

●      You have created or assigned a collaboration.

●      You are in the detail view of a project on the Collaborations tab page.

Procedure

...

       1.      In the structure tree select the project element of the collaboration to which you want to transfer data.

       2.      Select the collaboration whose data you want to compare with the data in cProjects.

       3.      Choose Transfer Documents.

       4.      Choose the document source.

       5.      You can use cProjects documents, cProjects status reports, DMS documents, or DMS status reports as the source. However, the last three are only available if the corresponding documents already exist for the selected project element or the project type permits this function.

The system opens the overview. In the left area you see the documents in cProjects or in DMS and in the right area you see the collaboration in cFolders. The following functions are available:

○       You can expand the folder structures with  Expand All and collapse them with  Collapse All.

○       To open a document before transferring it, select the document and choose  Display.

The system opens the document in the appropriate application.

○       If you maintain the collaboration and the project at the same time, you can use  Reread Collaboration to be sure that you see the current status of the collaboration.

       6.      Select the object you want to transfer in one area and in the other area, select the target for the data you want to transfer.

If the object you select already exists in the other area, the system selects the corresponding object in the other area automatically.

       7.      Choose  with the quick info text Copy Folders/Documents from cFolders to cProjects or  with the quick info text Copy Folders/Documents from cProjects to cFolders.

The following table shows which transfer options are available:

Selected Objects	System Activity During Transfer
One folder in each area	The folder you want to transfer is assigned as a subfolder to the folder you selected as your target folder.
One document in each area	The system transfers the current version of the document you want to transfer to the target system as the new version. The old version remains in the target system, but you cannot view it here. You can see it on the Documents tab page or in the collaboration in cFolders.
A document in an area, a folder in another area	You can transfer the document only. You cannot transfer the folder in this case. The system creates the document as a copy in the folder.

       8.      Save the collaboration.