Creating Documents 

Purpose

The Creating Documents process contains steps that are performed by portal users with authoring permissions.

In the portal, users can create documents in different ways. They can use online editors, or fill out forms or templates. Alternatively, users can upload documents from the desktop of their local PC or from the portal and make them available in follow-on processes. When uploading or creating documents, you should assign properties to the documents in order to be able to classify these more precisely.

 

Using the Process

This IT process is part of the following IT scenarios:

IT Scenario	Scenario Variant
Enterprise Knowledge Management	Content Creation, Publication, and Access
Enabling User Collaboration	Collaboration in Virtual Rooms

 

Prerequisites

The authoring environment is set up.

 

Process Flow

The following IT process is incorporated in the Enterprise Portal (EP) usage type:

 

Steps one through five do not have to be completed in the specified order. Their chronological order is not fixed.

 

       1.      Upload document via WebDAV.

Using a WebDAV client, for example, the portal drive, users can upload documents directly from their PC to repositories.

 

       2.      Fill in template to create document.

Users can use templates to quickly create standard items with prescribed content and properties in KM folders.

 

       3.      Fill in XML form.

Authors can use forms to publish information, for example news items, in the portal. 

 

       4.      Upload document using the portal user interface.

Users can upload documents to repositories from their browsers.

 

       5.      Approve or reject document.

Documents that are subject to an approval process can be approved or rejected. If the document is approved in the final step of the process, all users in the portal can access it, provided they have read-permission.

 

       6.      Tag document with metadata.

When creating or uploading documents in the portal, you can tag them with metadata.

 

       7.      Use KM as a document store.

When users create documents in the portal, they are usually stored in CM repositories. Physically, the documents are located in a database. Access and management is possible through Knowledge Management.

 

Result

Users have created documents and tagged them with metadata. The documents are stored in the specified repositories.