User Guide

Documents
14
Working with Documents
365
Siemens User Guide Version 2.1
A6V10415471_en_a_21
Building Technologies 2015-07-15
Documents in Primary Pane (Edit Mode) - Example of Document
When you select a document, you can click the Edit mode icon in the toolbar
to manipulate [➙ 364] document objects.
14.3 Working with Documents
The following procedures describe Documents operating tasks.
Technical Notes
These notes apply to one or more of the following procedures.
 An error message displays in the following situations:
– The document you selected is not available.
– If you select the file radio button, but do not select a file form the drop-down
list, you’re not allowed to save.
 If you try to exit Edit mode (go back to Operate mode) without saving the
changes, a message box prompts you to save, discard the changes, or cancel
(remain in Edit mode).
14.3.1 Creating a New Document from an Existing One
 A document object (either a file or web link) is available in System Browser,
and you want to create a new document from the existing one.
1. In System Browser, select Application View.
2. Select Applications > Documents (or any document folder).
3. Select the appropriate document object (either a file or a web link).
 The document displays in the Primary pane.
4. If in Operate mode, switch to Edit mode .
5. If necessary, modify the document settings [➙ 366] and the document related
items [➙ 366].
6. To save the settings into a new document object, in the Documents toolbar,
click Save as .
Then, in the Save Object As dialog box, do the following:
a. Select the location in the tree (under Applications > Documents).
b. Type the Name and Description of the document.