Managing Documents

Whenever the content of a document needs to be displayed, printed, or searched, it accesses its data source and loads the content. This request is often triggered indirectly, e. g., by displaying a quotation. The following lists a few procedures that directly or indirectly load the content of a document:

  • Activating a document in the Project Explorer or the Document Manager.
  • Activating a quotation in a Navigator, the Quotation Manager or the Quotatoin Reader.
  • Selecting a quotation for an activated code or memo.
  • Activating a hyperlink in the margin area.

Loading Documents

Select a document in the Project Explorer and double-click. It will be loaded in the next available tab.

Alternatively:

Double-click a document in the Document Manager. (To open the Document Manager double-click on the main document branch in the Project Explorer.)

Editing Documents

To edit a document, click on the Edit button in the toolbar. The ribbon changes, and you see all editing option that are available.

To leave edit mode, click on the button Exit Edit Mode.

Document in Edit Mode

We recommend not do stay in edit mode while coding. You may accidentally modify text while highlighting text segments for coding.

When working in a team, we strongly recommend not to edit text. If team members edit the same document, you will lose one version when merging the project. If text needs to be modified, it should only be edited in the Master Project by the project administrator.

Renaming Documents

Right-click a document in the Project Explorer or Document Manager and select the Rename option from the context menu.

Alternatively:

Select a document and press the F2 key, or select the Rename button in the ribbon.

Renaming a document in ATLAS.ti does not change the name of the original source file. As described above under Adding Documents documents are copied into the ATLAS.ti library when adding them to an ATLAS.ti project, and ATLAS.ti no longer needs the original source files.

Deleting Documents

If you accidentally have added documents or want to remove them from your project for other reasons, you can remove them.

Select one or multiple documents in the Project Explorer or the Document Manager, right click and select Delete.

If you delete a document by mistake, you can always use the Undo option in the Quick Access toolbar.

After deleting documents, the consecutive numbering may be off. To renumber documents in consecutive order again, select the Tools tab in the Document Manager, and from there the Renumber Documents option.

Duplicating Documents

If you need a document for different purposes, e.g. you want to view it from different angels and want to code different aspects; or if you want to associate it with different transcripts, you can duplicate a document. All work that you have done so far in the document, like the document comment you have written, all quotations and their comments, all hyperlinks, all linked codes and memos will be duplicated as well,

Open the Document Manager and select one or more documents that you want to duplicate.

Click on the Tools tab and select Duplicate Document(s)

The duplicated document(s) will be added at the end of the list of documents. They have the same name as the original document(s) plus a consecutive number in parentheses.

In terms of project size, the file(s) in the library are not duplicated. The duplicated document uses the same source file as the original document.

Renumbering all Documents

This option becomes useful after you removed one or more documents from a project. This results in gaps in the sequence of document numbers. You may remove these gaps by renumbering all documents using the Renumber Documents option.

Open the Document Manager.

Select the Tools tab and from there: Renumber Documents.

User-defined Document Sort Order

If the documents are not listed in the order you want them to be listed as by default, you can impose your own sort order. This is how you do it:

Rename the documents in a way that when sorted in alphabetic order by name, they show up in the order you want them to be.

Click on the Name column in the Document Manager to resort the documents.

Check whether the documents are now in the correct order.

Select the Renumber Documents option from the Tools tab.

It is not necessary to renumber documents for working with ATLAS.ti. But doing so can give reports a cleaner appearance.