Organizing Reusable Content and Understanding Document Actions

Various documents can be added to the Events and other documents panel, such as instructions or reference material within the project, or even reusable documents and event contents, such as line items, from the sourcing library.

Guided sourcing supports the following types of documents:

1. Non-executable files uploaded from your file system, such as:
   • Microsoft Word
   • Microsoft Excel
   • Microsoft PowerPoint
   • ASCII
   • Graphic files, such as PNG, BMP, JPEG, or GIF
   • PDF
2. Content Documents are documents from the sourcing library that can be used within events, such as line items, lots, sections, questions, requirements, and attachments.
3. Analytical Reports that show the amount of money spent in events, event lots, and supplier participation.
4. Forms are custom data-entry pages designed for a specific organization’s business needs that SAP Ariba can implement for customers. Examples of forms include project resource sheets, asset tracking forms, and deal sheets.
5. Savings Forms are a special form that can be enabled to track savings and spending to measure the success of sourcing or supplier management programs and generate savings reports.

• To view a document's or folder's details, select the More actions icon and select View Details.
• To preview a document, select the document's name
• To edit a document's or folder's detail fields, select the More actions icon and choose View details. Within the Document details or Folder details panel, select Edit.
• To prevent other users from editing a document, select the More actions icon and choose Lock or Lock folder contents.

• To copy a document, select the box next to a document's name and select Copy.
• To move a document or folder to another location in the table, select the box next to a document's name and select Move.
• To make a document available for use in other projects, select the More actions icon and choose Publish.
• To make a document easy to access, select the More actions icon and choose Add to quick links.

• To save a new version of a document, select the document's More actions icon and select View details, then go to the document details page's Version history and Save as a new version.
• To delete previous, unpublished versions of a document, select the document's More actions icon and Delete old versions.
• To delete a document or folder, select the box next to a document's or folder's name and select Delete. The document must not be inherited from the project template or associated with any tasks before it can be deleted.
• To replace a document, select the More actions icon and choose Replace document..

• To upload a document to the project, select Upload to choose files from your computer or drag them directly onto the Events and other documents table's Drag a file here text.
• To create a folder or subfolder, Select Create, Folder to create a new folder, or select an existing folder's More actions icon and choose Create subfolder.
• To add a copy of a document from another project to the current project, select Create, Document and then choose Copy documents from content finder to select a document that already exists in your site to copy to the project.
• To create a new subproject, select Create, Document then choose a subproject type.
• To create a task associated with a document, select the document's More Actions icon and then select Create task where the available task types will vary depending on the document type.