Download Document File

Business objects in yuuvis® RAD can include document files. Document files can be text documents, e-mails, image files etc. You can download one or more document files in the original format or as a PDF together to your local file system for editing there or further use.

Document files will not be locked by the download and can therefore still be edited by other users.

The feature is available only if you select a document that has content.

yuuvis® RAD client provides you with several options for downloading a document file:

1. using the 'Download document file' icon in the object area

   You can use this function to download one single document file in its original format at any one time.

   You can find the function in the header of the object area (see The Object Area).

   To open 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 'Download document file' icon in the object area in the view that is open.

      Please make sure that you do not click the 'Export as CSV file' icon located above hit lists, which is used to export hit list data as a CSV file (see Exporting Hit Lists).

   The selected document file is downloaded.

   Depending on your browser’s configuration, the downloaded document file will be filed with or without a browser confirmation dialog in your local file system, and it can be opened with the application associated with the file format in your operating system.

2. via the actions menu

   You can find the function under Actions >GENERAL > Download document file (see The Actions Menu).

   You can use this function:

   • to download one or more business objects

     Multiple document files can only be downloaded concurrently up to a certain file size. The maximum file size that can be downloaded varies depending on the browser.

   • to choose between the original and PDF format.

     The marked files will be downloaded in a ZIP container regardless of which file type you select.

   • to download e-mails with and without attachments

     E-mails with attachments are only downloaded in full in the original file format, i.e., together with their attachments. When downloading an e-mail in PDF file format, only the e-mail itself, without attachments, will be downloaded.

   To download one or more document files using the actions menu, follow these steps

   1. Select the desired document file(s) (in a hit list, in a process file, or in the favorites, inbox, or notifications areas in the main menu, for example).

   2. Click Actions >GENERAL > Download document file.

      The menu for downloading the document file(s) in the original format or as a PDF appears.

   3. Click the corresponding button to select the desired file format.

   The selected document file(s) will be downloaded.

   Depending on your browser’s configuration, the downloaded document file will be filed with or without a browser confirmation dialog in your local file system, and it can be opened with the application associated with the file format in your operating system.

   Users who download multiple document files will receive these packed into a ZIP container.