You can open a document by double-clicking its file name. In addition, if your Microsoft® Office application or Outlook is integrated with Workplace using Application Integration, you can open a document from within those applications using different procedures, such as checking a document out of an object store or selecting a document from your list of favorites or checkout list.
You can open a document in an Office application integrated with Workplace using Application Integration by doing any of the following actions:
From Outlook, you can open a document by browsing for it. You can also open specific document versions. You might be prompted to add an email message when you send it, where you add the message to an object store after you send your email. The Outlook item might also be automatically deleted from your system after the email is added, which is determined by an Application Integration site preference.
File types are defined in site preferences. The site preferences determine the type of files displayed in Workplace after you open or insert a document from Outlook. They also guarantee specific file types are recognized and displayed correctly in Workplace after you add a document from an integrated application.
Some file types, such as EXE and WAV files, might not open correctly in an Office application. To view these files correctly, select the Open as Copy option, save the file locally, and then open the file in its native application. In addition, folder properties, such as Folder Name and Security, can be edited when opening a document but it cannot be edited when adding a document.
To open documents
Office applications | Outlook |
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Click Open Document, and then perform one of the following actions:
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From the FileNet P8 menu, click Open.
Locate the object store and folder in which the document is stored. Refer to Select Object for more information on selecting the appropriate tasks to use when opening a document. |