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Attention: Document management functionality will be supported in a future release. This description of document management integration in notifications is provided for reference only.

1. When you view notifications from the Detail Notification web page, certain response fields may display adjacent paper clip icons. These fields require you to attach a DM document as part of your notification response. The paper clip icon provides you direct access to an integrated document management system so you can attach a new or existing DM document to your notification response.

2. Click on the paper clip icon to display a DM integration screen in a new browser window.

3. The screen initially displays a Launch Document toolbar and your default document management system's native search screen. The buttons on the toolbar are fixed regardless of the document management system you are integrating with and represent standard functions that any document management system can perform.

Note: Your default document management system is defined in the User Preferences web page. See: Setting User Preferences.

When you select a toolbar button, the integrated document management system displays a native screen that prompts you for information necessary to complete the function. You do not need to learn a new user interface to accomplish the tasks that are familiar to you in your document management system.

Note: When the document management integration screen appears, a separate Document Management Transport Window appears. Do not close this window until you have created or selected a document in the document management system. Once you create or select a document, the Document Management Transport Window automatically closes.

4. Click on any of the following Launch Document toolbar buttons. The standard functions associated with the buttons are listed below. Each function is effectively carried out by the integrated DM system and although the functions are described in a general manner below, realize that the implementation of these functions may vary between DM vendors and that different vendors take different approaches to the user interface.

• Change Document Home--displays the Change Document Home web page so you can choose a different document management node from which to select your document. Your organization can integrate multiple document management installations with Oracle Workflow. Each installation is called a node.

• Node Name--displays the name of the current DM node.

• Search--search across all authorized documents and optionally across multiple document versions for a document matching the content or metadata criteria that you specify. From the list of matching documents and associated versions, you can review the content of a document and choose to perform an action like referencing the document in the notification response. The richness of the search function is solely dependent on the underlying document management system.

• Create New--create a new document in the current document management system for a file stored in your local file system. You must define the document, specify the folder where you would like store the document, and specify the access rules for the document.

• Browse--browse for a document by navigating through the document management system folder hierarchy.

• Help--display online help.

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