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

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

   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 Download document 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 choose between the original and PDF format.

   • 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.

   • 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 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 > Download document file.

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

   3. Click the corresponding button for the desired file format to use for the document file download.

   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.