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 Storing Original Application Files

Use

Original application files that have reached a processing status that requires them to be stored in a secure area can be stored manually using Store in secure area . Another advantage is that other users with the correct authorization can access the files.

You can simplify storing original application files when storage of original application files using the Knowledge Provider is supported for a document type. You can transport all original application files of document info record into a secure area by setting a certain status.

Integration

In Customizing for the Document Management System, you define statuses for the document types by choosing Start of the navigation path Control data Next navigation step Define document types Next navigation step Define document statuses. Next navigation step This is controlled by the indicator End of the navigation path Automatic storage of originals.

Prerequisites

The document type is defined that storage of the original application file is done using the Knowledge Provider. You make the required setting under Start of the navigation path Document Management System Next navigation step Control data Next navigation step Define document types. End of the navigation path This is controlled by the indicator Document storage via Knowledge Provider .

Features

The automatic storage of the original application files is done in a storage category of your storage system.

The place for saving for each individual original application file is determined as follows:

  • When the original application file:

  • has already been stored in a secure are, you see the previous storage data as default

  • as not yet been stored in a secure a dialog box Storage data appears where you can enter the secure area

  • You can enter a default value for storage in the user-specific settings.

See also: Default Values for Original Application Files

Activities

  1. Set the indicators for the status in Customizing Automatic storage of originals or For checking

  2. Process the document info record and the allocated original application files. Once you have reached a processing status that you want to transport into a secure area set the supported status or the status For checking

As soon as the status is saved for the document the system transports all the original application file into the secure area.