Changing a Document (SAP Library - Document Management)

Changing a Document

Before you change a document, you need to consider the following:

Changes to documents are not historical. This means that the status of the document before the change is lost. This is still the case if you enter a change number in the document. If you want to save the old status of the document, you must create a new version.

In Customizing for the Document Management System, you can determine for each document type whether the system generates change documents. These show you who made a change to the document.
You make the required settings under Document Management System ® Control data ® Define document types.

If the document you want to change has a status of the status types Locked or Original processing, most fields cannot be changed. To change document data, the document must first be given a different status.

Whenever you change a field in a document info record, a Workflow event is triggered when you save. In Workflow, you can define a receiver for this event. You can define and start enterprise-specific workflow tasks.

The person responsible for a document can be informed via Workflow functions of any change made to the document by another user.

The following sections describe the various processing situations in which you can change a document. This is followed by information on how to change special data.

The following overview shows the different situations in which you can change documents.

Notes on Changing a Document

Processing situation	Function
Changing a document directly	Changing a Document Using the Change Function
Changing a document in display mode	Changing a Document from Display Mode
Document hierarchy	Changing a Document from the Hierarchy