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Procedure documentationEditing the Document or Folder

 

You can edit documents as follows:

  • Change document and folder data

  • Delete

  • Copy and paste

  • Cut and paste

  • Export documents

  • Import documents

  • Display and change linked files

Prerequisites

  • You have assigned documents and created folders (see Assigning Documents and Creating Folders) for an object.

  • You are editing an object and are on the Documents tab.

  • You have not activated the HTTP-based check-in and check-out of documents Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Settings Next navigation step Override Default Global Settings End of the navigation path .

Procedure

Changing Document and Folder Data

  1. In the Document Folder column, navigate to a document or folder.

  2. Change the data.

  3. Save your entries.

Deleting a Document or Folder

Caution Caution

Note that when you delete a folder, the system also deletes all subdocuments and subfolders.

End of the caution.

  1. In the Document Folder column, navigate to a document or folder.

  2. Choose Delete.

  3. Confirm that you want to delete the object.

  4. Save your entries.

Copying and Pasting a Document or Folder

  1. In the Document Folder column, navigate to a document or folder.

  2. Choose Copy.

  3. In the Document Folder column, navigate to the place where you want to insert the folder or document.

  4. Choose Paste.

    The system inserts a copy of the document here.

  5. Save your entries.

Cutting and Pasting a Document or Folder

  1. In the Document Folder column, navigate to a document or folder.

  2. Choose Cut.

  3. In the Document Folder column, navigate to the place where you want to insert the folder or document.

  4. Choose Paste.

    The system inserts the document here.

  5. Save your entries.

Exporting Documents to Your PC

You can export a document to your local PC and lock it to prevent other users from making changes to it.

  1. In the Document Folder column, navigate to a document.

  2. Select the Document cannot be changed by other users checkbox to lock the document so that other users cannot make changes to the file data.

    Caution Caution

    If you do not select this checkbox, other users can overwrite your changes.

    End of the caution.

  3. Save the document to your hard drive by choosing the Download link.

    Note Note

    If you want to check this document in again later on, you must remember where you saved it.

    End of the note.
Displaying and Changing Linked Files

  1. In the Document Folder column, navigate to a document.

  2. In the File Data area, click the file name.

    The system opens the file for editing.

  3. Make changes, if required, and save the file to your hard drive.

    Note Note

    If you want to check this file in again later on, you must remember where you saved it.

    End of the note.
Importing Documents from Your PC

  1. In the Document Folder column, navigate to a document.

  2. Choose Create Version.

  3. Choose Browse and select the file that you want to check in.

  4. Select Create Version to create a new content version (see Content Version), or select Overwrite Current Version.

  5. Choose Check In to check the document in to the system, or choose Check In As URL to create a link to the document.

    The system switches to the detailed information for the document and copies the document name to the document data.

  6. Enter a Description, if required, and enter the Status.

  7. Deselect the checkbox Document cannot be changed by other users so that other users can make changes to the document or check the document out.

  8. Save your entries.