Creating, Processing and Sending Documents (SAP Library - Employee Self-Service (ITS Version))

Creating, Processing and Sending Documents

Select a folder.

The following processing options are available:

To create a short message, a document or a folder, choose Create short message, document or Create folder.

To display a short message, a document or a folder, select it from the list by single-clicking.

Which functions you can select depends on the folder in which you are located.

In the screen area in which the content of the document is displayed, you have the following processing options:

Short message: Specify a recipient and choose Find so that the recipient type is entered automatically. Select Express if applicable and enter a title and the text. Choose Send. The message is sent to the recipient and stored in your outbox.

Document: Enter a title and a text and choose Save. You can process the document with the following functions:

Create attachment: If you want to create a text document as an attachment, specify the title of the document. If you want to create a PC document as an attachment, specify its file path and name or choose Browse in order to select the PC document from the folder hierarchy of your PC.

Send: Specify a recipient and choose Find so that the recipient type is entered automatically. Select Express if applicable.

Resubmit: Enter the resubmission date and choose Save.

Store or Create reference: Displays files in your personal folder. Select the required folder. After moving the document, it is only available in the selected folder. When creating a link, you get the same document in the original folder and in the selected folder, so that changes to this document will be visible in both folders.

Delete: The document is moved to the trash. You can retrieve it or delete it permanently there.

Recipient list and sending information: With short messages and documents that have been sent, you can display the recipient list by selecting Recipients in the document display. This also provides information as to which of the individual recipients have read the document and when.

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