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
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 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
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.
- Once you have finished editing your document, you can check in the document
file.