SAP Training: SAP Document Management Basic Skills

SAP Document Management Basic Skills

Are you an SAP professional wanting to take your knowledge of documents to the next level? Details covered in this course will increase your Document Management System skills with a focus on PM documents, including attaching DIRs to Objects, BOMs and Operations. You will also learn how to organize your team with document hierarchies and structures and use SAP EasyDMS for mass document upload.

In this course you will learn:

10  Reviews    4.3 of 5.0

Course Goal

  • Create SAP Documents DIRs and use Structures and Hierarchies
  • Attach DIRs to Objects and Documents to Operations
  • Review the Install and use of SAP EasyDMS for mass document upload
  • Use Services for Objects in transactions


  • Consultants
  • End users
  • IT/Business analysts
  • Project Managers
  • Project team members
  • System Administrators

Lesson Plan

Lesson Description Preview
1 Meet your Instructor Preview
2 Course Introduction
Services for Objects
3 Using the services for objects icon - attaching files/links
SAP Documents and Document Info Records (DIR)
4 Searching for SAP Documents
5 Create new document info record
6 New Documents - attaching Objects to Master Data
7 Create and use a DIR Template
Document Structures and Hierarchies
8 Document Hierarchies
9 Document Structures
Creating Attachments
10 Attaching a DIR to a Task List Operation
11 Attaching a DIR to a Work Order Operation
12 Attaching Documents in BOMs
EasyDMS (Windows Explorer)
13 Installation review
14 Using EasyDMS Overview


Greg Olynyk

4.3 Average Rating

76 Reviews

255 Students

9 Courses

SAP PM Consultant

Comox, BC, CA

An independent and enthusiastic SAP PM Consultant with more than 25 years experience teaching adults how to effectively use software. Since 2003, specializing in SAP PM in data management, data cleansing, instructional design, coaching and course delivery. Expert level skills in SAP PM and DMS as well as Microsoft Access, Excel and Project. Experienced in industries such as Pulp and Paper, Oil and Gas, Mining and Utilities.

More Courses by Greg Olynyk:
SAP Bills of Materials Management


What is new in SAP S/4 HANA for PM users


Basic SAP Logistics Configuration


SAP Requisitions for Materials within Orders


Maintenance Management Overview


SAP Requisitions for Services within Orders


SAP PM Tune-Ups/Tips for End Users


SAP Document Management Overview


Student Feedback


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Language: English
Level: Beginner
Duration: 1.0 hours
Type:  Instructor-led
Delivery: Online, instructor-led
Release: ECC 6.0
Category: SAP Logistics

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Fast and simple. Effective for quick learning.
-Salil  G.
SAP Logistics Competency Lead

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