Viewing Processes

The history of the process shows a list of process events with the following information:

• Process title and user profile of the process owner in header area
• Times of individual process events, sorted chronologically
• Activity or user that triggered the event
• Event title and additional information where available

You have the option of using the text input field in the header to filter the list of process events.

The process file contains the objects that were selected when the process was started (see Starting Processes with an Object Reference or that were added to the file later (see Editing or Forwarding TasksEditing or Forwarding Tasks. If you select an object in the process file, the object aspects of the selected object will be shown in the object area. The list of objects in the process file is sorted by the date on which they were added.

Objects that are part of a process file are identified by a Process icon in the header in the object area.

Shows a summary of the most important metadata and object properties of an object, such as name, editor, status, number of versions, file size, etc.

If the object is in a folder, the most important metadata for the folder is also displayed in a drop-down menu. The title of the drop-down menu provides information about the type of folder. If you click on the linked title, the metadata of the folder is displayed in the object area instead of the metadata of the object.

Fields with links to other objects, such as links to the filing folder or reference links, may also be shown in the Summary aspect area, depending on the object type (see References). Click the folder link or the Reference icon, for example, to access the filing location of the linked object.

If more than one version of an object exists, you can also click the underlined version number to access the version view. Here, you can compare the versions of an object with one another and restore older versions (see Object Versions).

The Metadata aspect area offers the option of editing the metadata of the selected object (see Editing Metadata), provided that:

• you have the appropriate rights;

• no other user has locked the object (see Locking Document Files);

The editing history of the selected object is shown in the History aspect area. It displays, for instance, what changes were made to an object, at what time, and by which user. You can filter the events of the editing history, if needed. You can also access the version view via the entries (see Object Versions).

The relevant links to other objects in yuuvis® RAD are shown in the References aspect area. Click a reference entry to show the filing location of a reference object. You can also use the Search icon or the Open in hit list button to view hit lists containing the reference objects (see References).

The Content aspect area is used to display document content. Various content previews are used depending on the type of document file that was selected:

• Standard content preview

  Provides a simple preview of the contents of the selected document file. In this content preview, you can print out and search the document file, select and copy text, and download PDF attachments (see Standard Content Preview).

• yuuvis® RAD office-365-dashlet

  The dashlet is not displayed until you have selected a document whose document file permits editing with Microsoft Office 365. You can use the dashlet to create Microsoft Office documents and collaborate on these documents with other yuuvis® RAD users. A detailed description of the dashlet can be found under The yuuvis® RAD office-365-dashlet.

You can undock the content preview (see Hiding and Undocking Areas).

The Signature aspect area shows information about the signatures of document objects. The entries in the aspect area provide information about the status of a signature process or about the signature itself. The aspect area also provides users with the ability to control a signature process (see Signing Document Files).