View or download a document

You can download a copy of a document to your local computer. If you want to edit the document, you must first check out the document before you download it. In addition, you can also download multiple documents at one time. The documents you select in Workplace are placed into a single compressed file that is downloaded to your computer. If you select two or more multi-content documents, only the first element of each document is downloaded.

You can download your documents at the same time in Workplace XT to the specified location on your workstation. When those documents reside in a folder with one or more entry templates associated with it, Workplace XT allows you to work with your selected documents before you download them. For example, you can remove specific documents before downloading your documents.

Some of the Workplace XT documents you want to download might be filed in multiple folders. Workplace XT cannot process these documents if your administrator specified the hierarchical folder setting for the Download folder structure site preference unless you specified the folder. This setting re-creates the folder hierarchy in which the documents were stored in an object store on your local machine. For example, if your documents were stored in an object store called My Object Store\my folders\, the same folder structure is created on your local machine as C:\My Object Store\my folders. Use Select Folder to specify one of the folders in which the documents are filed. Workplace XT can then download and track those documents on your local machine.

If your selected document has more than one version, you can download either the current version or a specific version in the series. The Download action always downloads the specific version of the document as specified in the Information page. For more about document versions, see Manage document versions.

To download a document

  1. Navigate to the document by browsing or searching.
  2. Do one of the following actions: