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Function documentationDocument Management Locate this document in the navigation structure

 

You can manage documents in the assignment block for attachments. Note that you can only manage and hierarchically structure attachments within business objects.

Features

Standard View
  • Attaching documents

    You can attach documents by selecting them from your computer, from shared network drives, or by selecting available documents using content management (the system creates references to these documents).

  • Attaching URLs

    You can include documents by attaching URLs (for example, product catalogs from your Web Shop). The system only saves URLs and not the documents.

  • Attaching documents with templates

    You can create documents based on predefined templates and attach them to business objects. For more information about templates, see Template Designer.

  • Changing properties of attachments

    You can change the properties of attachments (for example, name, description, keyword, and language).

Advanced View

In addition to the features available in the standard view, you can use the following features:

  • Creating folders

    You can create new folders. If you highlight an existing folder and then choose to create a new folder, the system creates the new folder as a sub-node in the folder hierarchy.

  • Creating hierarchies

    You can create hierarchies of folders and attachments. For example, you can highlight a folder and attach a document or URL to the folder. You can also highlight an existing attachment and attach a new document or URL to the hierarchy.

  • Deleting folders and attachments

    When you delete folders, the system deletes all sub-folders and attachments in these folders.

  • Copying, cutting, and pasting folders and attachments

    You can use copy, cut, and paste to restructure the hierarchy.

  • Checking out and checking in documents

    You can check out a document that is locked for other users and make changes. After you save your document locally, you can check in the changed document.