How to use Coach views to store or view documents

In client applications, you can store or view documents from an Enterprise Content Management (ECM) server by using functions that work with your search results.

To store a document, use one of the documents Coach views in the user interface that you create for your client application. The ECM server that you are using determines the documents Coach view that you can use:

IBM® BPM document store: Documents List view
IBM BPM content store: Document Explorer view or Documents List view
External ECM server: Documents List view

From these views, users can retrieve a set of documents from an ECM server, display a selected document, and store documents. The way that you configure the documents Coach view determines how the view behaves in your client application.

To view a document, you can configure your documents Coach view in one of the following ways:

Configure the documents Coach view that you are using with the Document Viewer view. You must also configure the Document Viewer view
Set a configuration option for the documents Coach view to display the document in a new window.

The following figure shows how business users work with documents on an ECM server through Coach views in the client application.

Using Document List view to store and view information