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. For details on the file operations that support Aurena Agent,
refer to the Uses of Aurena Agent in Document
Management.
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.