Creating a Document 
Use
You can create a document in different processing situations with different functions. Here, you create a document info record that stores all of the data required to process and manage a document (original file).
Prerequisites
You must carry out the necessary IMG activities under Control data in Customizing for Document Management.
You cannot change the document type after you have saved the document.
Features
The following overview shows which functions you must call in the different processing situations.
|
You want to... |
Screen |
Function |
|
Create a new document |
Document Management menu |
Document → Create |
|
Create document by copying template document (same document type) |
Document Management menu |
Document → Create using templates or by copying) |
|
Create new version by copying template (source) document (highest existing version) |
Initial screen |
Document → New Version (from Initial Screen) |
|
Create new version by copying template (source) document (version that is being processed in the current session) |
Processing the document, for example on the tab page Document data |
Document → New Version (from Basic Data Screen) |