Storing Documents 

Use

Use this function to store already existing documents.

Prerequisites

If several object keys, that is, object IDs, are displayed in the upper left part of the screen, before you store a new document you have to select an object key under which the document is to be stored.

Features

On the tab page Create, the following document types are displayed in the lower left part of the screen in tree form:

●      Standard document types

○       Image

Document class TIFF

○       Table template

Document class XLS

○       Presentation

Document class PPT

○       Text

Document class DOC

○       WWW address

Document class HTM

●      Object-specific document types

The standard document types exist for each class. In document type maintenance, you must assign a document class to each document type (more information: Implementation Guide, IMG). You can characterize a document type as a standard document type using the standard flag.

You must also create object-specific document types in document type maintenance. You can use the Implementation Guide IMG to define the assignment of document type to BOR object type.

When you store a document, you can specify the following additional information in a dialog box:

●      Description of the text

●      Document language

●      Up to 5 keywords

The search for documents using Office ® Business Documents ® Documents ® Find can be limited using the descriptive text and keywords.

When you store a WWW address, the URL to be created is entered using a dialog box (see also Storing and Displaying WWW Addresses).

 

The classes can be assigned to Content Categories. The documents are then stored in the content repository that is assigned to the specific category. If no category is assigned to the classes, the document is stored in the database.

Activities

Choose tab page Create in the lower left part of the screen: Double-clicking on the required document type calls the file selection box. You can then store an existing file. Alternatively, you can call the file selection box by choosing Import file in the context menu.