When you integrate Microsoft® Office applications and Outlook with Workplace using Application Integration, the applications' 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 | Related topics and notes |
---|---|
Add | For documents, see Add a document.
For folders, see Add a folder. |
Cancel Checkout Cancel checkout |
See Modify a document. |
Check In Document Check in document |
See Modify a document. |
Check Out Check out document |
See Modify a document. |
Delete Properties | See Insert procedures. |
Get Info | See Access property information. |
Insert Hyperlink | See Insert Hyperlink. |
Insert Property | See Insert procedures. |
Insert Property Page | See Insert procedures. |
Logoff | See Access FileNet P8 using integrated office applications. |
My Checkouts | See Modify a document. |
My Inbox Tasks | See View and select work items. |
Open document | See Open a document. |
Refresh Properties | See Insert, refresh and delete properties. |
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.
If you are using Word as your email editor and Word is integrated with Workplace using Application Integration, be aware their related commands or menu options for Word will appear in a new Outlook message.