Handle tasks with documents
When you work through your tasks, you can upload documents and attach them to an e-mail, for example. You can edit attached documents. These documents are temporary documents and disappear once the task has been completed. Temporary documents can be moved to ARIS document storage to become permanent documents.
Click
Application launcher > Quick access >
My tasks.
Select the task you want to edit in the list.
Click Edit. The dialog for editing the task opens.
Select a document.
Click
Actions. Select what you want to do.
You can download documents.
Prerequisite
The document is saved in ARIS document storage.
Click
Check out document. Checking out means copying a document from the ARIS document storage to a local drive and edit it. The document is locked for other users until it is checked in again.Checking in means saving the new version in ARIS document storage after editing. The user enters a description of the change list that describes the changes. After checking in the document, another user can check it out again for editing.
Select the document you want to download.
Specify a local directory on your hard drive.
The document is downloaded and saved locally. The document is also locked in ARIS document storage.
You can lock a document in ARIS document storage and thus prevent it from being edited by another user.
Click
Lock in the list.
The selected document is locked. You can download the document but you cannot upload the changed document or delete it from ARIS document storage. You cannot change the document details.
To unlock the document again, click
Unlock.
You can view the details (metadata) of a document.
Click
Properties in the list. The Properties dialog opens.
The details (metadata) of the document are displayed, for example, change date, title, and description.
You can move a temporary document to ARIS document storage and thus save it permanently.
Prerequisite
The document is already uploaded as a temporary document.
Click
Move to ARIS document storage.
The document is saved permanently in ARIS document storage until it is deleted.