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Handle documents

ARIS document storage is a repository where documents can be stored to use them, for example, to add them to objects and models to describe objects or models in detail.

Add documents to document storage

With the Designer role, you can add documents to document storage.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder to which you want to add a document.

  3. Click Upload Upload. The Upload new document dialog opens.

  4. In the File field, click Select file.

  5. Navigate to the folder in which you saved your document and select the document.

  6. Click Open.

  7. Enter additional information to be added to the document details.

  8. Click Upload.

The document is saved in the selected group.

Open/Download document

With the Designer role privileges, you can open and download the document.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Move the mouse pointer to the row with the document. The editing icons are shown.

  4. Click Download Download. The document is downloaded.

  5. Select Open with in your browser.

  6. Click OK.

You can open the document if the software required for opening the document is available on your local system.

Move document

With the Designer role, you can move a document to another folder of ARIS document storage.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. In the row of the relevant document, click Move to another folder Move to another folder. If you want to move multiple documents, enable the check boxes of the documents you want to move and click Move to another folder Move above the document list. If you want to select all documents of the folder, enable the Name check box. The Move document dialog opens.

  4. Select the relevant folder, and click OK.

You have moved the document to another folder.

Lock document

With the Designer role, you can lock documents in ARIS document storage to prevent them from being edited by other users.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click the name of the document. The properties are displayed.

  4. Click Lock Lock.

The document is locked. Users can download the document but cannot upload the changed document or delete it from ARIS document storage. They cannot change the document details. Only you or administrators can unlock the document. To unlock the document again, click Unlock Unlock.

Delete document

With the Designer role, you can delete documents from ARIS document storage.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click button_delete Delete in the row of the relevant document. A confirmation prompt is displayed. If you want to delete multiple documents, enable the check boxes of the documents you want to delete. If you want to select all documents of the folder, enable the Name check box.

  4. Click OK.

The selected document is deleted.

Show version history

If a document is changed and uploaded again, a version history is created automatically. With the Designer role, you can display the version history.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click the name of the document. The properties are displayed.

  4. Click Versions.

The different versions of the document are displayed. The change description is in the Comment column.

Upload version of a document

If you edited a document after you downloaded it, you can save the new version in document storage if the document is not locked by another user.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click Upload Upload new version of this document in the document row.The dialog for uploading a document opens.

  4. Select the edited document.

  5. Enter the relevant optional additional information and click OK.

The document is updated.

Download version of a document

With the Designer role, you can show the version history of a document. If a document is changed and uploaded again, a version history is created automatically.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click the name of the document. The Document details page opens.

  4. Click Versions.

  5. In the row of the relevant version, click Download Download version. The version is downloaded.

You can open the document if the software required for opening the document is available on your local system.

Sort versions of a document

With the Designer role, you can sort versions of a document.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click the name of the document. The properties are displayed.

  4. Click Versions.

  5. Click a column title. The versions are sorted in ascending order. If you click the same column title again the versions will be sorted in descending order.

The versions are sorted in line with your settings.

Delete version of a document

If a document is changed and uploaded again, a version history is created automatically. You can delete all versions of a document except for the last.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the folder containing the relevant document.

  3. Click the name of the document. The properties are displayed.

  4. Click Versions.

  5. Click the relevant document version.

  6. In the row of the relevant version, click button_delete Delete. A confirmation prompt is displayed.

  7. Click OK.

This version of the document is deleted.