Workplace and Workplace XT provide tools you can use to complete your work. In Workplace, the Author primary view consists of two views:
In Workplace XT, similar tools in Workplace are accessible from the Tools menu (Banner links) and Actions button (Toolbar).
Each of the following tools open a wizard for you to complete:
Icon | Description |
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Add Document allows you to add a new document to an object store. For more information, see Add Document for Workplace or Add a document in Workplace XT. You can also use an entry template to add the new document. The entry template can provide default information and make it faster and easier to add documents. For more information about entry templates, see Work with entry templates. |
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Check in Document allows you to check in a checked-out document. You must choose a document from the list of checked-out documents shown for the object store you select. If the document was created by an entry template, that template might control the checkin process as well. Otherwise, checkin consists of setting associated properties, including changing the document class if necessary, setting security and selecting the file. See Check in Document for Workplace or Modify a document for Workplace XT. |
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Cancel Checkout allows you to cancel the current checkout of a document. You must select the object store containing your document, and then select the document from the list of your checked-out documents. See Cancel Checkout. |
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Bring Form Online (displays only if FileNet P8 eForms is installed) allows you to put a completed offline form back into Workplace. When you use this action, you must browse to the location of the form on your local workstation and select the form. For more information about offline forms functionality click the Help button in the Form Policy wizards. |
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Add Folder allows you to add a new folder to an object store. You must select the object store and any parent folder for your new folder; set the folder class properties, and set security. See Add Folder for Workplace or Add a folder in Workplace XT. You can also use an entry template to add the new folder. For more information about entry templates, see Work with entry templates. |
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Add Custom Object (Workplace only) allows you to add a new custom object to an object store. The wizard steps you through the process including setting up an object class, properties, and security. For more information, see Add a document. You can also use an entry template to help you add the new custom object. For more information about entry templates, see Work with entry templates. |
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Download Application Integration for Microsoft Office lets you download and configure Application Integration for Microsoft® Office and Outlook. See Download Application Integration for Microsoft Office. |
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Download File Tracker lets you download and use File Tracker to manage the files you check into and out of an object store. See Download File Tracker. |
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Download Offline Forms Integration (displays only if FileNet P8 eForms is installed) starts the Desktop eForms installation program. Alternatively, you can install Desktop eForms from CD. For more information about offline forms functionality click the Help button in the Form Policy wizards. |
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Request Record Folder enables you to send a request to Records Manager to have a record folder created when you do not have sufficient rights to create a record folder yourself. Records Manager is an optional application that might not be installed in your environment. |