Organizing Process Documents

The My Documents view organizes the process documents for the current context, personal documents, and templates for creating correspondence. You can open this view from the My Documents launch entry in the Documents section of the Workflow Execution Perspective. Refer to section Documents in chapter Using Launch Panels for details.

To enable the usage of the Repository view in an EJB environment without Spring, you need to configure some environment setting for document service usage. Please refer to the section Configuration in an EJB Environment without Spring of chapter Managing Resources for details.

My Documents Folder

The My Documents folder is an area for user-specific documents. Documents in this folder are related to the logged in user rather than the current context. The logged in user may upload new documents, create new text documents, and modify and delete any existing documents in their My Documents folder.

My Documents
Figure: My Documents


In case you have report definitions saved as personal report definition, these appear in the reports/designs folder in your My Documents tree.

Report Instances saved as personal report appear in the reports/saved-reports folder in your My Documents tree accordingly.

To view a report and open it in the Report Viewer, click its entry in the folder. Please refer to chapter Viewing Reports in the Report Viewer for details on this viewer.

My Reports
Figure: Reports folder


Signature images assigned to you are listed in the My Documents folder. You may use signature images to sign documents by dragging-and-dropping a signature from the tree to the Text Editor area of the palette.

Signatures are scanned images of signatures assigned to individual users via the Infinity Process Platform Scanned module. Operators may place scanned images of signatures onto Image documents within the Document Viewer application using the signature annotation they add them to correspondence documents. It is intended to eliminate the steps of having to print documents, sign them, and rescan whenever a document requires a signature.

Common Documents

In the Common Documents section, you can create sub-folders, upload or create common documents or use the correspondence templates folder. The folders and files created in this section appear under the Common Documents folder for all users.

Figure: Common Documents

Correspondence Templates Folder

The correspondence-templates folder serves to store templates and paragraphs used to create ad hoc correspondence within the Infinity Process Platform Portal. Pre-defined files may be dragged to the active tab when sending an email or fax to speed the creation of standard messages.

Figure: Correspondence Templates

To open an existing template, click on the entry directly.

Figure: Correspondence Templates Document

Please refer to chapter Using Templates"> Using Correspondence Templates for detailed information on creating and using correspondence templates.

Provided Folder Operations

The following operations are provided on folders in the My Documents view:

For detailed information on the listed folder operations, refer to chapter Document Operations.

Provided File Operations

The following operations are provided on documents in the My Documents view:

For detailed information on the listed document operations, refer to chapter Document Operations.

Editing Documents

To edit a document:

  1. Click the document entry.
  2. A document view opens, where you can edit the file. Please refer to the chapter Viewing and Editing Documents for detailed information on that view.

Note that if the TIFF document is associated with a case process instance and you open the TIFF document, the Extract Pages button of the TIFF viewer is disabled.

Copy Documents to Folders

You may copy documents from the My Documents folder, Correspondence Templates folder, or Search Results to the Process Attachments, My Documents, or Correspondence Templates folders.

To copy a document to another folder:

  1. Click the icon of the file that you want to copy.
  2. Drag the file to the destination folder.
  3. Drop the file by releasing the button.