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.

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.

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).