Processing Documents 

Use

You can process documents using the SAP Text Edit Control, MS PowerPoint, MS Word or MS Excel. These editors are integrated in Records and Case Management and are called automatically when you want to process this type of document.

When you create a document, the SAP Text Edit Control appears first. However, when entering documents, you can also select an application from those registered on your PC such as MS Word.

Features

The following actions are possible for documents:

●      Create

●      Display

●      Change

When you change a document, you can save it as an original or as a new version. If the processor of the document does not match the person who last changed it, the system automatically creates a new version when the document is saved or uploaded (see Upload).

●      Delete

You can delete all versions of a document, or only the current version provided that you have authorization to do this.

●      Create Copy

The copied document contains the same attribute values as the original. The prefix Copy From is added in the short description.

●      Download

You can download a document for processing to your hard drive. The element is still in Records and Case Management after the download and can be edited there

●      Check Out

You can download a document for processing to your hard drive. However, unlike the download, once the document is checked out it cannot be processed in Records and Case Management. The functions Change, Upload and Close are locked.

●      Upload

You can upload documents that were processed locally to Records and Case Management. An uploaded document is saved as a new version for the existing document in Records and Case Management.

●      Check In

You can upload documents that were processed locally to Records and Case Management. However, only the user who checked out the document can check it back in. A document that is checked in is saved as a new version for the existing document in Records and Case Management.

●      Send as E-Mail

The e-mail also contains the attributes of the document.

●      Close

Closed documents can no longer be changed and new versions cannot be created for them.

●      Opening Closed Documents Again

●      Create Link

You can create links to other elements of Records and Case Management (records, cases, documents) to make available additional information on a document.

●      Alternative Display

You can use the function  (Alternative Display) to convert a document to a PDF document and display this in the electronic desk.

●      Print (Attributes and Content)

Activities

You can process documents from different places in the system.

●      Select the document in your History.

●      Select the document in case processing.

●      Select a document using Search.