There are two steps involved in creating business objects (folders, data records, forms, documents) in yuuvis® RAD client. First, you need to create the object and then you need to file the object.
Your administrator will have determined which object types you are permitted to create and where you can file specific objects.
The following options are available for you to create objects in yuuvis® RAD client:
- Creating objects (folders, data records, forms, or documents) via the Create object icon on the yuuvis® RAD bar (see Creating Document Files)
- Creating objects (documents) using drag and drop (see Creating Document Files)
- Creating objects (documents) using copy and paste (see Creating Document Files)
If you have created an object in yuuvis® RAD, the recently created object appears in the objects to be filed list in the in-tray.
The created objects are listed in the in-tray (see The In-tray). You can open the in-tray via the In-tray icon on the yuuvis® RAD bar or via the Main menu > In-tray.
In the in-tray you can
define the object type for the created object (for objects that were created using drag and drop or copy and paste).
add a document file to the created object (for objects that were created using the Create object icon on the yuuvis® RAD bar) by:
uploading a file from the Windows file system or
creating a document file from a template.
The administrator can disable the template function. If the template function is disabled, then the template object type will not be offered for searches in yuuvis® RAD client and no templates can be created, edited, or shared and no documents can be created from templates.
assigning metadata for the created object.
The created object is filed in the yuuvis® RAD filing system when you are finished here. You are finished with creating the object when the object is filed.