Open process
You open a process by double-clicking in the data grid. You will find the area with the Edit and Workflow buttons in the process editing screen.
What you can edit
You can edit documents that have already been archived, provided you have the appropriate authorisation.
Note: The Edit button is only available if the administrator has defined fields for the archive that can still be changed after archiving.
Editing lock
If you open a process and click on Edit, this process is locked for editing by other users.
What other users see
Other users see the following message when they open the process: "The process is being edited by ..."
Automatic release
If there are network problems, the process is automatically released again after 60 seconds at the latest.
End processing
You end processing and release the process again with :
Save or
Save and close
Adding documents
You can add new documents to the process in the Documents area.
Prerequisite: The Add button is only available if your role has the corresponding authorisation.
Options for adding
You can add new documents in the following ways:
Upload
Add from the inbox
Add from the DMS
Replace documents
You can replace documents with newer versions.
To replace a document
Select the desired document
Click on the Replace button in the document menu on the right-hand side
Select the new file:
Upload new or
Select from the inbox or
Select from the DMS
Shared links are retained
If there are shared links to a document, these links remain after the replacement and point to the new document.
Moving documents
You can change the order of the documents. Use the arrow keys to move the selected document up or down.