Opening and Editing a Document File Locally

yuuvis® RAD offers various options for editing the content of document files. One such option is to edit document files using the optional yuuvis® RAD agent extension (see yuuvis® RAD agent). If yuuvis® RAD client is connected to yuuvis® RAD agent, the Open document file in local application action is available to you. This action allows you to open document files directly in yuuvis® RAD client for editing in a program on your computer.

There are many ways for you to open a document file for editing:

1. via the 'Open document file in local application' icon in the header of the object area (see The Object Area).

   The document file is downloaded in its original format.

   To download a document file from the object area, follow these steps

   1. Select the desired document file (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected document file.

   2. Click the 'Open document file in local application' icon in the header of the object area.

      If you have selected multiple objects, the selected document file that was focused will open (see Selecting and Focusing).

      If you have set the Always ask option in the document lock settings (see Enabling or Disabling a Document Lock), a dialog menu for setting the document lock will be displayed before the document is opened; here, you can select Yes, No, or Cancel. In the dialog menu, you can also specify whether your decision should be stored and applied to future opening actions.

      The document file is checked out from yuuvis® RAD and shown in yuuvis® RAD agent in the Files area (see yuuvis® RAD agent).

      The document file is opened on the local workstation in the assigned application.

      If the document file was locked while being opened due to your settings, the corresponding document file status is indicated in yuuvis® RAD client and in yuuvis® RAD agent by Lock icons.

   3. Switch to the local application. Edit, save, and close the document file. Ensure that you do not change the file name or storage location when you close the file, so yuuvis® RAD agent can continue to manage the document file.

   4. Switch to yuuvis® RAD agent in the Files area and check in the edited document file again by clicking the Check in button.

   The edited document file is checked in in yuuvis® RAD and stored in a new version of the business object (see Object Versions).

   If the document file was locked, the lock is removed. The Lock icon in the object area of the document file in yuuvis® RAD client disappears. The document file can be edited by all users again.

   The checked-in document file is no longer shown in yuuvis® RAD agent.

2. via Actions > GENERAL > Open document file in local application (see The Actions Menu).

   You can choose between the original and PDF format when downloading the document.

   To open a document file using the actions menu, follow these steps

   1. Select the desired document file (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected document file.

   2. Click Actions >GENERAL > Open document file in local application.

      If you have selected multiple objects,

      • the selected document file that was focused in the actions menu of the object area will open (see Selecting and Focusing).

      • no Open document file in local application action is offered in the actions menu of the object list.

      If you have set the Always ask option in the document lock settings (see Enabling or Disabling a Document Lock), a dialog menu for setting the document lock will be displayed before the document is opened; here, you can select Yes, No, or Cancel. In the dialog menu, you can also specify whether your decision should be stored and applied to future opening actions.

      The document file is checked out from yuuvis® RAD and shown in yuuvis® RAD agent in the Files area (see yuuvis® RAD agent).

      The document file is opened on the local workstation in the assigned application.

      If the document file was locked while being opened due to your settings, the corresponding document file status is indicated in yuuvis® RAD client and in yuuvis® RAD agent by Lock icons.

   3. Switch to the local application. Edit, save, and close the document file. Ensure that you do not change the file name, file type, or storage location when you close the file, so yuuvis® RAD agent can continue to manage the document file.

   4. Switch to yuuvis® RAD agent in the Files area and check in the edited document file again by clicking the Check in button.

   The edited document file is checked in in yuuvis® RAD and stored in a new version of the business object (see Object Versions).

   If the document file was locked, the lock is removed. The Lock icon in the object area of the document file in yuuvis® RAD client disappears. The document file can be edited by all users again.

   The checked-in document file is no longer shown in yuuvis® RAD agent.

Document Lock

Depending on your settings in yuuvis® RAD client, you can lock the document file for other users either manually or automatically when opening it (see Enabling or Disabling a Document Lock).

If you do not lock a document file upon opening it, you can only check in the file again if it has not been locked or changed by another user.

If a document file has been checked out several times by different users because it was not locked during checkout, conflicts can occur during check-in. Corresponding warnings will be shown in yuuvis® RAD agent.