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“File in SAP” The right click in Windows Explorer

Any file onto the SAP S/4HANA® object — with one right click

Not every document arrives by mail. Drawings, contracts, inspection reports and scanned documents sit on a drive and stay there, because the route into SAP is too cumbersome. This tool turns it into a right click — “Send to → File in SAP”, validated and correctly named.

No admin rights No training 23 languages Several files at once SAP S/4HANA Public Cloud SAP S/4HANA Private Cloud RISE with SAP SAP S/4HANA On-Premise
1
Right click instead of switching programs
0
Admin rights needed for setup
23
Languages in the interface
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Any file type, not only PDF
Why this matters

The documents that never make it into SAP S/4HANA®

There is a solution for emails, one for invoices, one for paper. What remains is the largest and least conspicuous group: everything that already exists as a file and therefore stays on the drive “for now”.

The project drive as a shadow archive

Every department has one. It grows, it is never tidied up, and when it matters only one person knows where anything is. None of it shows up in SAP.

The route is longer than the task

Open SAP, find the process, find the attachment list, upload — for a single drawing. Nobody does that willingly, and so hardly anybody does it.

In an audit the process is what counts

A record on a drive is not a record on the document. Whatever hangs on the SAP object can be found by anyone — whatever sits beside it has to be remembered by somebody first.

How it works

Four steps, three of which are already habit

1

Select the file

Click a file in Explorer — or several at once. A drawing, a contract, an inspection report, a scanned invoice: anything sitting on a drive.

2

Choose “Send to”

Right click, “Send to”, “File in SAP”. No extra window to find, no program to start, no upload to some intermediate portal.

3

Confirm the object

A small window asks for the profile and the business object and validates the number against your SAP system. What does not exist there is not filed.

4

Done

The file hangs in the attachment list on the SAP object — under its proper name and with the right extension, so SAP can hand it back out later.

In action

The whole operation fits into a context menu

Windows Explorer: right click on a file, the “Send to” submenu with the “File in SAP” entry
Right click, “Send to”, “File in SAP” The entry sits exactly where your users would expect it — among the ones Windows brings along itself.
A small window with profile, business object and the number being validated against SAP
One window, three entries Profile, business object, number — validated against SAP before anything is filed.
The difference

In SAP the file name is not a label

It is the retrieval key. If a file arrives in the archive with the wrong extension, it cannot be opened cleanly later — and that often only becomes apparent months afterwards, when somebody actually needs the document.

This is exactly where many tools take the easy way out: on upload, standard libraries set an unspecific file type, and every filing turns into an identically named, unusable file. This tool determines the type explicitly and refuses the unspecific case instead of waving it through.

  • The right file type and extension, so SAP can hand the document back out
  • Validation of the object before filing — no attachments on documents that do not exist
  • Several selected files in one pass
  • Permissions centrally through roles — not on the individual workstation

No system surgery

No shell extension, no registry, no admin rights — just a shortcut in the user profile.

23 languages

For international sites there is nothing to set up — everyone sees their own language.

Sign-in without an extra prompt

Through the Windows account the user is already signed in to.

Roles decide

Who sees which business objects is controlled centrally — not at the workstation.

FAQ

Frequently asked questions about Explorer filing

Which SAP systems are supported?

SAP S/4HANA Public Cloud and private cloud as well as RISE with SAP and S/4HANA on-premise. It builds on the released SAP standard attachment service, which exists in every deployment model — so no modification and no custom program in the core system is needed.

What exactly gets installed?

A small Windows application and a shortcut in the user’s “Send to” folder. No shell extension, no registry changes, no admin rights. Setup happens per user and can be removed just as easily.

Which file types can be filed?

All of them. PDF, Office files, images, CAD drawings, emails saved as files — whatever sits on the drive can go to SAP. What matters is that the correct extension survives: in SAP the file name is the retrieval key, and a file that arrives there mislabelled cannot be opened cleanly later. That is exactly what the tool watches.

Do users need training?

No. Every Windows user has known “Send to” for years. That is the real trick of this solution: it does not introduce a new way of working, it attaches itself to one everybody already uses.

Can several files be filed at once?

Yes. Select several files in Explorer and send them off together — they are attached to the same business object in one pass. For a case with a quotation, a drawing and an inspection report that is a single action instead of three.

How do users sign in?

With the Windows account they are already signed in to — usually without a further sign-in prompt. Permissions are controlled centrally through roles; without an assignment nothing happens.

Which languages is the tool available in?

In 23 languages. For international sites there is nothing to set up — every user sees the interface in their own language.

What does the tool cost?

We quote per customer — by number of users and the business objects you need. Request an individual quote; we are happy to show you a no-obligation live demo first.

The cheapest route to more documents in SAP

This tool needs no portal, no training and no app store approval. In an online demo you will see in a few minutes how a file goes from the drive onto the SAP object.

Contact

Let’s talk

Tell us which documents currently stay on your drives and which SAP objects they ought to hang on.

CaRD Gesellschaft für EDV-Beratung mbH, Gutenbergring 2, 69168 Wiesloch

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