Marie Heil's picture

In my post today I will show you how we improved document handling in Process Live.

In our previous version, it was rather exhausting to upload a document in order to link it with a process object. Today, it is much easier with the help of a new upload wizard  for documents in the Design thin client.

You now have the option to easily open document links in the portal view. This enables Viewers to quickly access additional documents that are stored in the internal ARIS Document Storage or that are linked in other Document Management Systems.

Let’s see how you can easily create such a document link.

First, you upload the document that you would like to link to a process step in the document storage.  To do this, open the repository and select “Documents”:

 

Click "Upload" to upload a file from your computer.

 

Process Live_upload

 

Before you confirm your selection, you can add a title, a description, and various  tags for the document:

 

Process Live_ document storage upload

 

As soon as the uploading process is finished, you find the document in the ARIS document storage list.

Process Live_ document storage selection

 

Now we open a value-added chain diagram to assign the document to a process step.

Click on “edit” to add further attributes.

Process Live_VAC edit

Select the relevant object and click "More attributes".

 

VAC diagram

 

Select "ARIS document storage Link" as an additional attribute in the list and click "OK":

 

Process Live_Document storage link

 

Click the edit icon in the new field to select the document:

 

Process Live_edit hyperlink

 

Confirm your selection with “OK”.

 

Process Live_ document storage selection

 

Select the document and confirm your selection with “ok”. Save your changes and return to the portal view.

Viewers and Designers can now select the object in the portal view and click on the link to quickly access documents that are stored in the internal ARIS Document Storage.

 

 

Now you see how easy it is to upload a document in Process Live 9.6 and to make it available in the portal view for Viewers and Designers.

In my next blog post you will find out how we improved our reporting functionalities in Process Live 9.6.

Marie

Tags: ARIS BPM cloud Process Live