Create a New Document File
Explanation
You can create a new electronic document file in two ways:
- Click Edit to create a new document revision or to create a
document based on a template.
- Click Check In to attach an existing file(s) to the selected
document revision.
This activity uses IFS Aurena Agent. For details on the file operations
that support Aurena Agent, refer to the
Uses of Aurena
Agent in Document Management.
Prerequisites
- A document revision must exist and it cannot have an attached document
file.
- If you are creating a new document revision based on a document file
template, a file template must exist for the selected combination of document
class, language, and format in
EDM Basic/Document File
Template page.
- The file type of the original document file must be registered in the
EDM Basic/File
Types page and its
document type set to Original.
- If the document requires a view copy, a view
copy file with the same name as the original file but with a different
extension must be created and stored in the same place as the original file.
The view copy's file type must then be registered in the
EDM
Basic/File Types page and its document type set to View.
- If there are several document files attached
to the document revision, in addition to the original file and the view copy,
you must then prepare these files before checking in the original.
This means that they will be checked in if they exist and if not, the original
file will be checked in anyway. The file types of these files must be
registered in the
EDM Basic/Application
tab and the document types must be configured under the selected
class in the Document Class Process Action window.
System Effects
- An original document file is connected to the document revision.
If an Extended EDM File is used, one or more extra
files may be checked in automatically by the system. The file types and their
number are determined by the Document Class Process Action configuration.
- The document file and the view copy file (if it exists) are checked in
to the repository.
- If there are several document files that should be
associated with the selected document revision (view copy and other files),
select the original file in the file explorer and the rest of the files will be
automatically checked in along with it (assuming the file types have been
configured).