Edit Documents

Prerequisites

You have added your own documentation types to those delivered (in Project Administration in the Project Standards tab (see Status, Keywords and Documentation Types).
To optionally generate Web links (URLs) for documents, you have made the necessary settings in the Customizing for the SAP Solution Manager under SAP Solution Manager Technical Settings Document Management .

Procedure

The individual functions of the table are available to you:

In a roadmap with project link
In Business Blueprint
In the Configuration
in the Solution Directory
In Solution Package management
On the Templates tab page in project management

Note Note

Documents in the Project Documentation tab are not put in the template in a template project. If you want to deliver documents as part of a template, assign them in the General Documentation tab (see General Documentation tab).

End of the note.

Document functions
Function	Navigation	What you need to know
Create new documents	Add a document	Document repository You assign a document type to all documents you create. A document template is called, depending on the document type. You can only use document types that either have a document template or a file name extension supported by the SAP Solution Manager. If a document type has no template or file name extension, the text editor is started.
Create new documents	Add a document
Add documents as links to existing documents in the SAP Solution Manager.	Add Document Link to Solution Manager Document or Assign Document As Link	Changes are made system-wide and across projects and solutions, to the original document.
Copy documents	Add Document Copy of a Solution Manager Document or Assign Document As Copy	You can change the copy independently of the original document.
Upload file	Add a document
Link to a web site	Add a document
Delete documents	Delete Line or Delete	For documents created as a link to another document, both the row in the table and the link are deleted. If the document to be deleted is the only instance of this document, you can delete it physically.
Where-used list	Where-used list
Check in/check out a document, to change it	Check document in or out or Change Document	When you check a document out, you lock it for changes by other users. To unlock the document, check it in. You can only check documents in which you have previously checked out.
Edit Document Attributes	Attributes General	You can change the header data of the document and set, for example, the processing status or the priority.
Display the change history of a document	Attributes History tab page
Filter by document status	Attributes History tab page
Display the versions of a document	Attributes History tab page
Link to existing document	Attributes Link tab page
Create web link (URL) to a document	Attributes Create Document URL	So that, for example, management can access SAP Solution Manager documents without access to an SAP Solution Manager system.
Assign additional attributes to documents	Attributes Other Attributes
Insert test objects	Attributes Test Objects
Put document in the Business Blueprint document	Flag the document as Blueprint-Relevant in the document attributes.	The order of the documents determines their order in the Business Blueprint document.

Recommendation

If you lose connection to the SAP Solution Manager system, you can lose documents. If you want to edit a document for some time, check it out and edit it offline. For further information, see SAP Note 984062.

End of the recommendation.