Editing Tool for Documents: Document Client 

Use

You use the document client to display or edit documents.

Features

Display Mode

In display mode, you can use the following functions:

Use  to switch to change mode.

Use  to display the attributes and attribute values for the document.

Use Versions to display a list of versions of the document. You can display single versions by choosing , or by double-clicking the version.  To change the version, choose .

To display a list of the files, choose Components. If you saved multiple components, changes can only be made if you download the files and then upload them.

Use  to send the document. The SAP sending screen is displayed. For more information, see Sending a Document. The mail is sent using the SAP Mail program. You can send the document as an e-mail even if you do not use the SAP Mail system. Prerequisite: A connection to the external mail system exists. For more information, see External Sending in the SAP System.

To download the current document and check it out, choose .

·        Download

The file selection window for your hard drive is displayed. You can save the document locally on your hard drive. The document also still exists in Records Management.

·        Check Out

If you checked out the document, it cannot be edited by other users.

If you choose Release Checkout Lock, the document is available for editing by other users.

To upload a new document and check it in, choose .

·        Upload

The file selection window for your hard drive is displayed. You can select one or more documents from your hard drive. This is saved as a new version of the existing document in Records Management.

You use the activity Upload if you want to integrate documents in records for which no editor is available within Records Management. You can edit these documents with your local editor, and use the activity Upload to upload individual versions into Records Management.

·        Check In

If you choose Check In, you have to upload the document from your hard drive again to display it in Records Management. The document is now available for editing by other users.

To open and close documents, choose . If you choose Close Document, the document cannot be changed afterwards. If you choose Open Document, the document can be edited again.

Use  to display the log of all activities executed on the document.

Change Mode

In change mode, you can use the following functions:

Use  to switch to display mode.

Use  to save the document. You can decide whether you want to save the status as a continuation of the current version, or as a new version. If you save the document as a new version, you can access the previous version at any time (see the Versions pushbutton above).

If the document is stored on a WebDAV server, a dialog box is displayed where you have to enter your user name and password to log on to the WebDAV server.

If you choose Set Form Fields, you can automatically set data in form fields, as long as the corresponding fields exist in the document. (The symbol is only active in change mode for Word documents.) The source of the data is determined in Customizing. For more information, see Service Provider for Documents.

Use  to change the attribute values for the document. For more information, see Assigning Attribute Values.

Use  to display the log of all activities executed on the document.