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Function documentationContent Area in Document Browser Locate this document in the navigation structure

 

In the content area in the document browser, you can organize the document info record (DIR) content of a folder you select in the navigation area.

Show Dropdown Box

The Show dropdown box can be used to filter documents in the content area, and contains the following default display options:

  • As Saved displays all saved documents and/or folders currently in the content table.

  • Latest Version displays all the last-saved versions of documents or folders.

  • Released Version displays all documents and/ or folders with the status Released. If there is no released version for a document or folder, the latest version is displayed.

  • In addition, the following display options are shipped as standard:

    • Display Folders Only

    • Display Documents Only

    • Display Documents/Folders with Originals

You can create other display selections by using the Business Add-In BAdI: Definition of Explosion Settings for Document Browser Objects in Customizing for Logistics – General under   Product Lifecycle Management (PLM)   PLM Web User Interface   Objects in PLM Web UI   Document in PLM Web UI  .

Export

This function allows you to export selected files by default to Microsoft Excel.

Document

You can select the following functions from the Document dropdown box:

  • Add Document(s) from Search opens a search dialog box in which you can choose one or more documents to add to a selected DIR. There is no constraint on the document types that you can add.

  • Assign Document opens a dialog box in which you can enter the ID elements for a specific existing document that you want to assign to a selected DIR.

  • Create Document

  • Create Document Version creates a new version of a specified DIR

  • Create Hyperlink creates an exportable URL for a DIR.

  • Cut / Copy

  • Paste / Paste as Link

  • Remove Link removes the selected document from the list, but does not delete the document from the system.

  • Mark for Deletion sets a deletion indicator for a document. Once set, you can no longer access the document via the document browser, but the document still exists in the system. If you want to delete the document permanently from the system, you must choose Delete.

    Note Note

    To remove the deletion indicator, choose Change Document on the Web UI, select the document, and deselect the Mark for Deletion checkbox.

    End of the note.

  • Delete permanently removes a document from the database. You must have delete authorization to use this function.

  • Send Email creates an email containing a DIR URL that you can send to collaborators.

  • Set Status opens a dialog box containing the possible next statuses for the selected documents, according to the document type status scheme. You can set the status for each individual document.

  • Where Used (version dependent, version independent): Displays a list of all the parent folder or folders to which the selected folder belongs.

Additional Functions

You can select one or more documents and choose Additional Functions to execute the following functions:

  • Add to Engineering Record / Remove from Engineering Record attaches one or more selected documents to a specified engineering record

  • Add to Favorites adds the selected DIR to your POWL.

  • Change Status(es) allows you to select multiple documents and to change the status to the next possible status for each individual document selected

  • Change Authorization(s) expands or restricts permissions with respect to the selected DIR or DIRs.

  • Add to Transfer List allows you to add the selected document to the object transfer list. You can transfer the objects in this list to any other objects in PLM by linking.

Other Features

  • Hide Details / Show Details hides or displays the document browser details area.

  • Show / Hide Classification dynamically displays read-only columns of characteristics maintained to classify documents.

    Note Note

    • You can classify only one document at a time.

    • You can create classes (of type 017 or 201) to assign to document objects in Customizing for Cross-Application Components under   Classification System   Master Data   Classes  .

    • On the Classes tab in the Details area, you can assign a class to a document or group of documents. You can maintain values on the Characteristics Values tab.

    • You can assign a class name and class type for each document type in Customizing for Cross-Application Components under   Document Management   Control Data   Define Document Types  . When you then create a document of a particular type, the system classifies it automatically.

    End of the note.

  • You can choose Settings to show, hide, or change the order of the content area table columns.

    Note Note

    To display the content area again after you have hidden it via the Hide Table “Content Area” link, right-click and choose Restore Table “Content Area” under   User Settings   Invisible Elements  . You use this same procedure to re-display the navigation or details areas if hidden.

    End of the note.

    For more information about Settings functions, see Settings Link in Navigation Area in Document Browser.

  • Right-clicking in the content area allows you to access almost all the same functions provided via the Settings link, as well as to access help topics. For more information, see User Settings (Right-Click Functions) in Navigation Area in Document Browser.