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Table of Contents
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Upload documents
It is possible to attach documents, with e.g. process-relevant information, to a process instance. These documents can be uploaded and then downloaded and viewed by those who are involved in the process. All types of documents can be uploaded, e.g. PDF, Word-documents, pictures, text files.
The documents can be deleted as well.
The window where the documents are managed can be reached via the context menu and the appropriate menu item.
| Element | Description |
|---|---|
| 1 | The entire name of the uploaded document is shown here. |
| 2 | During the upload of the document (see Upload) a note to this document can be indicated. It appears in this column. |
| 3 | The time when the document was uploaded is displayed here. |
| 4 | The user, who had upload the document, is displayed in this column. |
| 5 | With this button a window opens where a file can be uploaded. (see Upload.) |
| 6 | The Content-Type/MIME-Type of the document is displayed in this column. It shows which kind of file it is. |
| 7 | The memory location of the document is displayed in this column. It either can be the T!M database or an own one with own DMS. |
Context menu
Different actions can be perforemd via the context menu of a document:
| Menu item | Description |
|---|---|
| Open document | The document can be downloaded or opened directly with this menu item. |
| Delete document | With this menu item the document can be deleted from the instance. |
| Properties | Detailed properties of the document can be viewed here and the description can be also changed afterwards. See Properties. |
Upload
It is possible to attach new documents to the process instance with this window.
| Array | Description |
|---|---|
| File | Here you can select a file from your own computer by using the file selection dialog. |
| Description | In this array you can put in any description, which is assigned to the document. |
| DMS | = Documentmanagement-System. Either the T!M system and its database can be selected here or an own external DMS can be used. |
| Schema | Only necessary when an external DMS is used. The schema must be chosen then, in which the document shall be stored. |
Indexing
The indexing is only relevant when an external DMS is used. Key words can be given to a document, which are stored in the database and facilitate the search of a specific document.
Properties
| Array | Description |
|---|---|
| Name | The file name of the uploaded file is displayed here. It can not be changed afterwards. |
| Note | The note which was indicated during the upload is displayed here. It can be changed afterwards at any time. |
| Content-Type | The Content-Type/MIME-Type of the document is displayed here. It shows the type of the file. |
| File size | The size of the uploaded file is displayed here. |
| Creation time | The time of the file upload to the system is displayed here. |
| Last modified | The time of the last change of the file, e.g. the note, is displayed here. |
| Save | The change of the notes can be saved with this button. This save process is changing the “last modified” array. |
