Changing a Document 
Before you change a document, you need to consider the following:
- Changes to documents are not historical. This means that the status of the document before the change is lost. This is still the case if you enter a change number in the document. If you want to save the old status of the document, you must create a new version.
- In Customizing for the Document Management System, you can determine for each document type whether the system generates change documents. These show you who made a change to the document.
You make the required settings under Document Management System → Control data → Define document types.
- If the document you want to change has a status of the status types Locked or Original processing, most fields cannot be changed. To change document data, the document must first be given a different status.
- Whenever you change a field in a document info record, a Workflow event is triggered when you save. In Workflow, you can define a receiver for this event. You can define and start enterprise-specific workflow tasks.
The person responsible for a document can be informed via Workflow functions of any change made to the document by another user.
The following sections describe the various processing situations in which you can change a document. This is followed by information on how to change special data.
The following overview shows the different situations in which you can change documents.
Notes on Changing a Document
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Processing situation |
Function |
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Changing a document directly |
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Changing a document in display mode |
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Document hierarchy |