Documents and document types

Documents can be stored and managed in Aeneis. In this way, you can make documents that are important for process flows or internal security available centrally and link them to other objects.

Manage documents

Documents are stored centrally in the Model Contents area.

You can use the quick navigation to manage documents centrally with the following functions:

• Navigate specifically to the relevant folder or document

• Execute workflow actions directly on documents

• Create new documents

• Open linked external files or links

Table view in document folders

In document folders, you can manage your documents not only via the quick navigation, but also via a table. To do this, switch to the Table view within a document folder:

Document types

The following document types exist in Aeneis:

• Documents

• SmartDocs

Documents:

Documents are objects in which you can attach a file that is created and maintained outside the Aeneis Portal, such as a PDF document. This way you can integrate files to the company model and manage and link them there to other Portal contents. In the document view in the Portal, an interactive concept diagram is displayed showing the links of the document with other objects. The contents of documents are maintained in the file itself outside of Aeneis. External files can be either linked or uploaded in documents in Aeneis.
Aeneis documents can be used for large, already existing and specially formatted text files or any other files that only must be attached to the document or linked in the document.

SmartDocs:

SmartDocs are internal documents that are only stored and available in the Portal. SmartDocs content is maintained and displayed in Aeneis. In SmartDocs you can create SmartDoc chapters to create the document chapter structure. The chapter structure is displayed in the SmartDoc next to the content in the Table of Contents area. The SmartDoc chapters are listed one below the other. You can either scroll to the chapters or navigate directly to them via the table of contents. When you scroll through the SmartDoc, the displayed chapter is always highlighted in the table of contents. SmartDoc chapters can be linked in processes, subprocesses, or tasks to, for example, prove the implementation of norms or compliance regulations.