Entering content frameBackground documentation ArchiveLink Documents Locate the document in its SAP Library structure

Activities for Element Types

Find

You use this activity to search for a document that has already been linked to a business object using ArchiveLink, and that is already stored in a storage system.

The Structure linkDocument Finder is displayed.

  1. Use the input help to select a document area, and use the search parameters to restrict your search. Depending on the Customizing settings, some fields may already contain values.

The hit list is displayed. The documents are ordered in a hierarchy according to document type.
  1. Position the cursor on a document and choose This graphic is explained in the accompanying text (export to file).

The document is inserted in the record.

Create

You create a new document in Records Management, and link it to a business object. You can create a Microsoft Word, PowerPoint, or Excel document.

Proceed as follows:

  1. Choose Application in the right screen area

A list of Office applications is displayed.
  1. Select an application.

The Editor is displayed, in which you can create the document.
  1. Save your data.

The subsequent procedure depends on your starting point for creating the document (from a record or from the Records Organizer), and the element type Customizing.

If you are creating the document starting from a record:

If no document type has been entered for the current element type in Customizing, a dialog box is displayed for you to select a document type.

If no business object type has been specified for the current element type in Customizing, the standard setting links the document to an instance of the business object type Record. This business object instance is the current record.

The document is stored using ArchiveLink and is entered in Records Management.

Note Prerequisite: You have already made the ArchiveLink Customizing settings for the business object type Record and the selected document type. For more information, see the SAP ArchiveLink documentation in the section Structure linkBasic Customizing.

If you are creating the document starting from the Records Organizer:

If no document type has been entered for the current element type in Customizing, a dialog box is displayed for you to select a document type.

If no business object type has been specified for the current element type in Customizing, the standard setting links the document to an instance of the business object type Record. You first need to identify this business object, because the document does not yet belong to a record. In the dialog box that is displayed, enter the Document Class of the record, and the Record ID. These are the key fields of a record. The values for these fields are in the information about a record. Place the cursor on the top node in a record, right click to display the context menu, and choose Information. The ID of the record is displayed as the value Document ID.

Load Local File

The file selection box for your hard drive is displayed. Select a document. From here, proceed as from step 4 of the activity Create.

Activities for Elements

Display

The document is displayed in the right screen area.

Display Using the ArchiveLink Document Viewer

The document is displayed in the Structure linkDocument Viewer in a new session.

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