Edit Document File
Explanation
Use this activity to edit the document file connected to a document revision.
When editing a document revision
without a document file checked in, if the document class, language code and
format has a document template defined, that document file will be checked
out for editing. In other cases document file must be checked in to perform the edit activity.
Note: You can also edit document files by selecting them in
Document Revisions
Prerequisites
- 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
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
System Effects
- 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.
- When you click Edit, macros will be run if they
have been defined.
- Once you have finished editing your document, you can
check in the document file. You can also undo the document check out at
any time, but changes to the document file will not be saved.