Viewing and Editing Documents

Documents can be viewed and edited in the documents view, which is titled with the document's name.

Toolbar
Figure: Document heading

This chapter describes how to edit and view documents in the Infinity Process Platform Portal in general. Refer to the specific chapters for viewing specific document mime types, which are listed in section Content.

Details

Click Details to expand the section and view the description and the document meta-data if existing.

Properties

The following document properties are displayed in the Properties section:

You may modify the description if the document security permits.


Figure: Details on the document.

Document Data

The Document Data section displays the Document Type chosen at the time of Document Upload operation. These document types are defined in modeler as structured types. Based on the document type, the associated data structure of the document type is displayed. You can specify the details of data structure of the document type. By default, the Document Data section is expanded.

Document Data
Figure: Document Data

Content

The document's byte content is displayed in the viewer configured for the file MIME type. Options for viewing the content vary by the viewer used to display the file type.


Figure: Document Content Text Editor

For viewing specific document mime types, refer to the following chapters:

Supported Document Types

The table below details the supported document types.

MIME Type File Extensions Viewer Facelet
text/plain txt htmlContentViewer
text/html htm/html htmlContentViewer
text/xml xml htmlContentViewer
text/csv csv htmlContentViewer
image/jpeg jpg imagehtmlContentViewer
image/gif gif imagehtmlContentViewer
image/png png imagehtmlContentViewer
image/tiff tif tiffhtmlContentViewer
application/pdf pdf pdfContentViewer
audio/x0ms-wma wma mediaContentViewer
audio/mpeg mp3 mediaContentViewer
video/quicktime mov mediaContentViewer
video/x-ms-wmv wmf/wmv mediaContentViewer
application/x-shockwave-flash swf mediaContentViewer

Handling unsupported Document Types

In case the Document Viewer is opened for an unsupported document type, a browser download dialog opens to download the file with a supported program. A message is displayed in the content area to download the file to view its content.


Figure: Opening an unsupported Document Type

Note that in case the document viewer opens automatically after an upload, e.g. if the Open Document checkbox is selected, the download dialog does not open automatically.

Toolbar Options

The following toolbar options are available in the Document viewer:

Toolbar
Figure: Toolbar options

Saving Documents

To save a document, click the Save icon in the upper-right corner of the view.

A confirmation dialog opens to confirm the save process and to optionally add version comments.

Save Document Confirmation
Figure: Save Document Confirmation

To open the text field to enter a comment click the expand icon.

Save Document Comment
Figure: Save Document comment

In case neither the document nor the document meta-data have been changed, a confirmation dialog opens to ask whether you like to save a new version of the document anyway:

Save Document Version Confirmation
Figure: Save Document Version Confirmation

Switching between Versions

Use the controls in the toolbar in the upper right corner to change the displayed document version in the view or to revert to a previous version.

Switching to the previous version

Select the Show Previous Version icon to switch to the next older version of the document in the view. The icon is disabled if a document version is not loaded or if the current version is the oldest version.

Switching to the next version

Select the Show Next Version icon to switch to the next newer version of the document in the view. The icon is disabled if a document version is not loaded or if the current version is the newest version.

Revert to version

Select the Revert To Version icon to save the selected version as the newest version. The option is enabled when the document version displayed in the active tab is not the most recent version of the document. A confirmation dialog opens to confirm to make the opened document version the current version.

Save Document Version Confirmation
Figure: Save Document Version Confirmation

Note that in case the document types do not match when reverting the document version of a specific document, the document type of the new version is changed to the document type of the target document and its meta-data will be empty. The following note is added to the confirmation dialog:

Different Document Types Confirmation
Figure: Reverting confirmation for different document types

In case the document type of the current version of the specific document is empty, a new version of the document is created with the document type of the target document.

Uploading a New Version of Document

Select the Upload New Version icon to upload a new version of the document. For details on the dialog refer to section Uploading New Document Versions of chapter Document Operations.

Uploading a New Version of Document
Figure: Uploading a New Version of Document

Downloading Documents

To download your document, click the icon in the upper-right corner of the Infinity Process Platform Portal toolbar.

The download URL is provided directly for the node names. According to the browser you are using, a download dialog opens to ask where to open the file. For example, you can open it in the browser or in an appropriate editor.

Opening Documents in a Separate Browser Window

To open the document in a separate browser window:

To close the document opened in a separate browser window:

Note that while the document is open in the separate browser window, you can also proceed with other operations in the Infinity Process Platform portal.