Business objects in yuuvis® RAD can include document files. Document files can be text documents, e-mails, image files etc.
yuuvis® RAD offers various options for editing the content of document files:
by downloading, editing, and then uploading the document file again
In other words, you first need to save the document file to your local file system. Then open, edit, and save the document file using the corresponding local application. Finally, return to the desired storage location in yuuvis® RAD client and upload the edited document file back to the yuuvis® RAD filing system.
The procedure is described in Downloading Document Files, in Uploading Files, and in Replace document file.
by editing the document file using yuuvis® RAD agent
In this case, the yuuvis® RAD agent document file is edited in yuuvis® RAD. yuuvis® RAD agent will save the document file locally and open the application; it will also remember the storage location in yuuvis® RAD. The document file is then uploaded in yuuvis® RAD agent.
The procedure is described in Opening and Editing a Document File.
by editing the document file using yuuvis® RAD Office Add-In
This approach involves using yuuvis® RAD agent and the yuuvis® RAD Office Add-In. This allows you to directly access yuuvis® RAD in Microsoft Office applications such as Word, Excel, or Outlook. In this case, the yuuvis® RAD agent runs in the background.
The procedure is described in Editing Document Files in yuuvis® RAD Office Add-In.
Document Lock
An important aspect of editing is locking the document files to be edited (see Locking Document Files). This will prevent other yuuvis® RAD users from editing locked document files by restricting their corresponding permission to read access. The document lock is only available when editing using yuuvis® RAD agent (see yuuvis® RAD agent).
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