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Document management comprises a wide range of functions for managing documents that may be stored both in your SAP System and external systems. In addition, document management at SAP allows you to coordinate document processing, making it one of the central functions within Logistics.

As with document management on SAP GUI, you can create, change, and display the details for a document info record (DIR) on the Web user interface (Web UI) for SAP Product Lifecycle Management (SAP PLM).

Note Note

Document on Web UI is based on the document management (DM) back-end system. However, not all functions that are available for DM on SAP GUI are also available for DM on PLM Web UI.

For an overview of how the features of Document on the Web UI and SAP GUI-based document management differ from each other, see SAP Note 1819440.

End of the note.

Features

The following features are available for a document on the Web UI, but not in document management on SAP GUI:

  • In addition to object-specific views, you can display all object links for a DIR in a generic view.

  • Depending on Customizing, you can display a thumbnail of a linked DIR on other screens.

    Example Example

    Depending on Customizing, you can display a thumbnail of a linked DIR from the Change Material screen on the Web UI.

    End of the example.

  • You can launch the Object Navigator application from the Change Document and Display Document screens.

  • You can check the consistency of input data before saving it.

  • You can use the Document Browser application to assign a leading object and change the layout of a screen.

  • You can display original viewable files directly in the viewer delivered by SAP.

  • You can create and save markups in the viewable file once you are in the viewer.

Note Note

On the Web UI for SAP PLM, you can attach an original document to a DIR only if the Use KPro checkbox is set in Customizing.

End of the note.
Additional Features for documents on the Web UI

  • SAP Note 1896169 Whitelist Maintenance for PLM Document Management

  • SAP Note 1886339 Navigation to the Latest Version of a Document Info Record

    Extension of the DIR’s General Data tab with latest version and latest released version information, and with links to existing newer or newer released versions. Enhancement of the context menu in the PLM area with navigation to the latest or the latest released DIR versions.

  • SAP Note 1879889 Display Document with Specific Revision Level

    Direct access to documents with specific revision levels when displaying and changing documents. In creation mode, the Revision Level field enables the copying of documents with a certain revision.

More Information

Document Management