# Document Management Module

## Key Features

The Document Mangament Module consist of the internal browser, the Projects tab, and the element list. Objects assigned to a project are displayed in a structure. The element list can be opened by clicking on an entry in the browser (or via the context menu).

After activating the license for the Document Management Module (System > License, activate Document Management with Browser), the Projects tab will not be opened automatically. The Explorer checkbox in the Browser Configuration mask (Manager > Structure Browser > Browser Configuration) has to be selected for Projects first.

Because the My Workplace tab is opened by default as the opening tab, the Projects tab has to be selected first to work with this module.

Projects tab and Element List

###

A: Projects tab
B: Element List

The structure displayed in the Projects tab is the result of assigning objects to projects. Information on how to assign objects to projects can be found in the Project Management.
Project Management

### Functional Aspects

Projects Tab

The Projects tab shows projects and their structure (assigned projects, items, and documents). New projects, items, and documents have to be specifically assigned to a project, to be shown in this structure. The structure of the entries can be modified by adding new entries, deleting entries, or dragging and dropping entries. To make new entries visible click .

The structure of a root project (e.g. PRJ-1000) can be differentiated in directly (A) and indirectly related entries (B). Objects that are assigned to a root project are directly related entries (A). The sub-structure of these objects are indirectly related entries (B). Drag and drop operations can be applied to directly and indirectly related entries.

Information about how to configure the Relations checkbox can be found in the Browser Configuration document.

Getting Started > Manager Information > Configure Browser > Browser Configuration

Context Menu

The context menus in the Projects tab are specifically designed for the different entry types. Each entry type opens a different context menu.

The following table lists all possible context menu entries.

Menu | Description
Form | Opens the form of the selected entry (project, item, document).
Element List | Opens the element list of the selected entry (the element list can also be opened by clicking the entry).
Add Project | A subproject will be added to the selected project. The Project mask is opened in edit mode.
Add Document Folder | A document folder will be added to the selected project. The Folder mask is opened in edit mode.
Add Document | A saved document on hard disk can be added to the selected project.
Save as Favorite | Saves the selected entry with its structure as a copy into the Favorites folder. It can be either saved as a new entry in the Favorites folder or into an existing folder.
Copy | Copies the entry and puts it into the buffer.
Cut | Cuts an entry and its structure and puts it into the buffer.
Paste Object | A copy of the selected object and its structure will be pasted into the structure of an entry.
Paste Link | Only the link of an object will be pasted into the structure of an entry. It does not take a copy of the object.
Delete Object | Deletes the complete object and its structure from the system permanently. It also deletes the object from any structure it was included in the Projects tab.
Rename | Renames an entry.
Delete Link | Deletes the reference of an object and its structure only from the selected entry.
Set Reservation | Reserves a specific document for the user. An entry is made in the My Workplace tab in the Reserved Documents with Files folder and in the Reserved Documents with Files list (Start > Documents > Reserved Documents with Files). Only those documents will be displayed that have a file assigned to it.
Unset Reservation | Cancels the reservation for the specific document. Further modifications are not possible. The entry is removed from the My Workplace tab in the Reserved Documents with Files folder and from the Reserved Documents with Files list.
View | Opens a document in the respective application. Modifications are not possible.
Send | Sends an email with the selected document attached to it. The mail program installed on your computer will be used.
Get copy | Saves a copy of a file onto the hard disk. The document is not reserved.
Save | Saves a file from a location not guarded by the fileguard (OfficeSuit).
Check-out | Checks out a file into the fileguard folder, this is the default folder, or into any other location on your hard disk.

Definitions of all supported drag & drop, respectively copy / cut & paste actions from the context menu are listed in the configuration list Browser Functions (System >Structure Browse r> Browser Functions).
Define Browser Functions

Element List

The element list shows detailed information of the entry and lists all objects that are assigned to this entry.

The element list is divided in two parts. The upper part (A) shows a table with all objects assigned to this particular entry. The lower part (B) below the table gives information about the entry itself.
Double clicking the name of an object (project, item, document) in the table will show the information of this specific object in the lower part.

A: Table with information about all objects assigned to the respective project.
B: Detailed information about the entry (e.g. ART-1000), or the assigned object (double clicking on the object name in the table, shows information of this object). The context menu is designed for the different entries (see Context Menu for the Projects tab above).
C: Hyperlink to open the mask of the respective object.

Operations can be specifically defined for each object .
Configuration Element List

Entries can be deleted from the table of the element list by selecting an entry and pressing the delete button on your keyboard. The configuration parameter EDB-PRP-ENT-DEL has been designed to enable this feature and to define if the object will be deleted or if only the reference will be deleted.

### Operational Aspects

Drag and Drop Operations

Objects can be dragged and dropped from the browser into the browser, from a list (either a list or the element list) into the browser and vise versa. Drag and drop operations also work from the MS-Windows Explorer into the browser and the element list.

Multiple selected objects can be dropped into the browser. However, it is not supported to multiple select entries in the browser and drop them into a mask.

References of the objects have to be considered when dragging and dropping (e.g. documents can be assigned to a project but not vise versa).

Dragging an entry from the browser and dropping it into the browser will create a copy of the respective object.

Dragging and dropping from the MS-Windows Explorer into the browser will create a document and check-in the file.

Possible Drag and Drop Actions

From | To
Entry in Projects tab | Element List
Form | • | •
List | • | •
Structure tab in a form | • | •
Entry in Projects tab | • |
Element List | • |
Direct related Entries in the Browser | • |
Indirect related Entries in the Browser | • |
MS-Windows File | • | •

Drag and Drop, copy and paste operations can be defined especially.
Getting Started> Manager Information > Definition of the Browser Functions