Content Manager 25.1 Content Manager

# Working documents

Working documents are documents that are created or edited as part of the Workflow process.

They are created using the Working Document right-click commands.

You can attach documents to a working document placeholder from any point in the Workflow.

Working document placeholders are not documents; they exist to indicate where a document should be created to satisfy the requirements of the Activity.

They also define how it should be created.

The default details available through the properties of a placeholder mean that working documents can be created:

- With no defined record type
- With a defined record type
- From a supercopy of a particular record, using no defined Record Type
- From a supercopy of a particular record, using a defined Record Type

Working document business rules

The right-click commands available to the different placeholder configurations used in the creation of a working document depend on the settings.

Users will only be able to attach a working document placeholder when they are the assignee of that Activity and the Activity is ready to start.

When creating a working document from a supercopy, only one right-click command is available:

- Attach Supercopy - will do the following:
  - Present you with a Select Record Type dialogue if a Record Type was previously left undefined
  - Present you with the New Record form for the selected Record Type
  - Attach the new record to the working document placeholder
- When creating a working document with or without a defined Record Type, the following right-click commands will be available from the placeholder:
- Attach Local File - will do the following:
  - Present you with a folder browser to pick a local document
  - Present you with a Select Record Type dialogue if a Record Type was previously left undefined
  - Present you with the New Record form for the selected Record Type
  - Attach the new record to the working document placeholder
- Attach Content Manager record - will do the following:
  - Present you with a Content Manager search dialogue
  - Attach the selected record to the working document placeholder

NOTE: If a user selects an existing record with a different Record Type, it will override the predefined Record Type.

- Attach Offline Records Draft - will do the following:
  - Present you with the Offline Records drafts for the current database
  - Present you with a select Record Type dialogue if no Record Type was previously defined
  - Present you with the New Record form for the selected Record Type
  - Attach the new record to the working document placeholder

To see all documents associated with an Activity, use the right-click Show Documents command.

NOTE: Working Documents (Review) and Working Documents Reference selection - an Activity cannot review or reference the documents created by this Activity's successor Activities.

Shortcut menu

The following commands are available when you right-click a working document:

- Delete - enables you to detach the working document and revert it back to its original placeholder status.

  Delete will not delete the record.

- Remove - enables the user to remove the working document and the placeholder from the current Activity.

  Remove will not delete the record.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Working documents