When you integrate Microsoft® Office applications and Outlook with Workplace XT by using Integration for Microsoft Office or Application Integration, the application commands and menus contain document management options that allow you to quickly add documents to an object store, check documents in and out of an object store, and save copies of your work from inside Office. From Outlook, you can add documents and folders.
The application you install to access object stores determines the location of the commands or menu options available from an Office application or Outlook.
The following table lists the commands and menu options available from Office applications and Outlook that allow you to complete specific tasks. The available commands or options differ depending on the application you installed.
Command or option applies to |
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Command or option | Application Integration |
Integration for Microsoft Office |
Related topics and notes |
Add | ![]() |
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For documents, see Add a document.
For folders, see Add a folder. If you are adding a document from an integrated Office 2007 application using Integration for Microsoft Office, see Accessing an entry template. |
Add attachment to IBM ECM | ![]() |
See Accessing an entry template. | |
Add document | ![]() |
See Accessing an entry template. | |
Add email to IBM ECM | ![]() |
See Accessing an entry template. | |
Add to Favorites/Remove from Favorites | ![]() |
See Manage your Favorites. | |
Attach file as copy | ![]() |
See Send mail. | |
Attach file as link | ![]() |
See Send mail. | |
Browse | ![]() |
See Browse for documents and folders. | |
Cancel Checkout Cancel checkout |
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See Modify a document. |
Check In Document Check in document |
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See Modify a document. |
Check Out Check out document |
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See Modify a document. |
Check out and open | ![]() |
See Open a document with Microsoft applications and Outlook. | |
Copy | ![]() |
See Manage a document. | |
Create new folder | ![]() |
See Add a folder. | |
Cut/Undo Cut | ![]() |
See Manage a document. | |
Delete | ![]() |
See Manage a document. See Search by properties (simple search) if you are deleting a saved search. |
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Delete Properties | ![]() |
See Insert procedures. | |
Entry Templates | ![]() |
See Add a document. | |
Favorites | ![]() |
See Manage your Favorites. | |
Get Info |
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See Access property information. | |
Insert Hyperlink |
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See Insert Hyperlink. | |
Insert Item |
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See Insert Item. | |
Insert link to document | ![]() |
See Insert procedures. | |
Insert Property | ![]() |
See Insert procedures. | |
Insert Property Page | ![]() |
See Insert procedures. | |
Logoff | ![]() |
See Application Integration. | |
Modify | ![]() |
See Access property information. | |
My Inbox Tasks | ![]() |
See View and select work items. | |
Open | ![]() |
See Open a document. See Search by properties (simple search) if you are opening a search. |
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Open document | ![]() |
See Open a document. | |
Object Store | ![]() |
See Accessing an entry template. | |
Paste | ![]() |
See Manage a document. | |
Properties | ![]() |
See Access property information. | |
Recent Documents | ![]() |
See Open a document. | |
Rename | ![]() |
See Search by properties (simple search) | |
Refresh | ![]() |
This action refreshes the contents of the tree and list panes. | |
Refresh Properties | ![]() |
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See Insert, refresh and delete properties. |
Reset | ![]() |
See Search by properties (simple search) | |
Run | ![]() |
See Search by properties (simple search) | |
Search | ![]() |
See Search by properties (simple search) | |
Send file as copy | ![]() |
See Send mail. | |
Send file as link | ![]() |
See Send mail. | |
Set as default | ![]() |
See Search by properties (simple search) | |
Set Workplace XT Address | ![]() |
See Access FileNet P8 using integrated office applications | |
Show Details/Hide Details | ![]() |
See Access property information. | |
Start process | ![]() |
See Work with processes and tasks. | |
Tasks | ![]() |
See Work with processes and tasks. | |
Unfile | ![]() |
See Manage a document. | |
View/Modify Properties | ![]() |
See Access property information. | |
View/Modify Security | ![]() |
See Secure documents and folders. |
Application Integration menu options allow you to quickly add and copy documents and insert object store items into an Outlook email message or task. Additional options under the File and Insert menus might also be available in Outlook items, such as a contact and meeting request. Integration for Microsoft Office commands allow you to attach documents to an email message as a hyperlink or a copy. You can also add emails and email attachments to an object store.
If you are using Word as your email editor and Word is integrated with Workplace XT by using Integration for Microsoft Office or Application Integration, be aware their related commands or menu options for Word will appear in a new Outlook message.