Question

Seeking Guidance on Viewing in PDF and Editing in Excel

  • 25 December 2023
  • 1 reply
  • 73 views
Kushan Jayasinghe
Rank
Userlevel 5
Badge +8
Hi Experts,
Appreciate your setup support for the document revision the way it shows in the screenshot. 

 

Need a bit of help figuring out how to set up document revisions. I want them to show up in PDF when viewing and switch to Excel for editing. Noticed a screenshot of this setup – has anyone else got it working like that?

And if I decide to switch it to view in Excel, any tips on doing that? Or maybe it's just a bug in the system?

Thanks!

 

Kushan Jay

1 reply

xeam-eran
Rank
Userlevel 2
Badge +6

Hi Kushan,

Not sure what exact step in the work flow, or which part of the setup, you are having issues with, but as a general answer you should be able to handle your requirement by:

  • Setting the Excel “File Type” to “Document Type” = ‘ORIGINAL’ and to ‘VIEW’ for the Acrobat file type (see Document Management\Basic Data\EDM Basic)
  • Making sure to set User Settings as below forcing the View action to open the View copy (the default setting is “Display the … dialog”)

     

  • (If necessary you can further control the behavior by means of Document Macros, and fine tune the processes [Edit and View] and what should happen to the files through Document Management\Basic Data\Document Class Process Action).

/Erik

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