Handle document with Document administrator privilege

Some procedure pages contain short videos illustrating the procedure described. These videos are offered here collected.

Quick videos are always provided where they help you understand the initial situation, processing, and/or the result of a procedure better.

Add documents to ARIS document storage

Open/Download document

Lock document

Unlock document

If you have the Document administrator privilege, you can execute extended operations for documents.

Add document to ARIS document storage

You can add documents to your ARIS document storage. We strongly recommend that you check documents for malicious software before uploading.

Procedure (quick video)

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

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

  4. Select the file and enter the relevant information and click Upload.

You have added a document to ARIS document storage.

Administrators can import all documents in a directory to ARIS document storage.

Open/Download document

You can download and open documents from ARIS document storage. If a document is highlighted as locked, only the person who locked the document can open it and upload a new version. We strongly recommend that you check documents for malicious software before you open them.

Procedure (quick video)

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

    Click Download Download in the document row.

  3. Select Open with in your browser. Depending on you browser the download functionality might be different.

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

Download multiple documents

You can download multiple documents. We strongly recommend that you check documents for malicious software before you open them.

Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. Enable the check boxes of the documents.

  4. Click Download Download selected documents above the document list.

The selected documents are packed in a ZIP archive and then downloaded.

Tip

Enable the check box of the Name column to select all documents in a directory at once.

Select document owner

You can change the owner of a document.

Prerequisite

You have the Document administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. In the row of the relevant document, click Properties Open properties. The Document details page opens.

  4. Click Edit Edit.

  5. Next to the Owner box, click Edit Edit.

    The Select owner dialog opens. Start typing a user name. User names which contain the string you type are displayed. Select a user and click OK.

You have selected the owner of the document.

Move document

You can move a document to another folder.

Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  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.

Browse ARIS document storage

You can search for a document.

Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Enter the search term in the Search box. Possible hits are displayed as soon as you enter the first few letters.

  3. Click the name in the search result if you want to download the file.

    Click Repository Show details if you want to display the document details.

You have browsed ARIS document storage.

Lock document

You can lock documents that are in your ARIS document storage to prevent them from being edited by other users.

Procedure (quick video)

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

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

  4. Click Lock Lock document.

The document is locked to prevent it from being edited by other users. Only you or administrators can unlock the document. To unlock the document again, click Unlock Unlock.

Delete document from ARIS document storage

yYou can delete a document from ARIS document storage.

Warning

Deleted documents are no longer available in the database. We recommend downloading the documents before you delete them from the database to avoid data loss.

Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. In the row of the document you want to delete, click Delete Delete. 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 document is no longer displayed within ARIS document storage.