Edit Document File

Explanation

Use this activity to edit the document file connected to a document revision.

Note: You can also edit a document file in Document Overview.

Limitations: Editing multiple document files by selecting multiple rows is not supported.

A document revision must exist.
You must have edit access to the document revision.
The document revision must have a status of Preliminary or Approval In Progress. If the document revision has a status of Approval In Progress, its Update Allowed During Approval option must be selected.
IFS Aurena Agent and IFS Aurena Extension must be installed to open the file's application allowing you to modify the document. For details on the file operations that support Aurena Agent, refer to the Uses of Aurena Agent in Document Management.

Document files that are checked into the document revision (other than the view copy) are copied to your local check out path.
The document revision's file status is set to Checked Out and all other users are prevented from editing the document.
Once you have finished editing your document, you can check in the document file.