You manage documents in an object store by using actions that help you organize your documents. You can file documents into folders, move documents to different folders, or delete documents. You can also save minor changes to a document without checking the document into an object store.
You can file one or more documents, searches, custom objects, or forms in multiple folders. The item is not duplicated in each folder, but instead, each folder contains a reference to the same item. It can be edited from any of the locations if the user has access rights to the item. When you file documents in integrated Office 2007 applications using Integration for Microsoft Office, you copy documents from one location and paste them in another location.
You can also unfile items from a specific folder. When you unfile an item, you are taking it out of its current folder. When you unfile the item from all of its folders, the item remains in the object store; however, the only way to locate the item is to search for it. If the item is not filed in at least one folder, you cannot browse for the item.
To file an item in a new folder | To unfile an item from a folder |
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You can move a document, search template, form, or custom object from one folder to another in the same object store. When you move a document in integrated Office 2007 applications using Integration for Microsoft Office, you cut a document from one location and paste it in another location.
To move an item
CAUTION When you delete an item, such as document, it is completely removed from an item store. You cannot undo a delete and an administrator cannot recover the deleted item.
To delete an item
While you have a document checked out, you might want to save minor changes without checking the document back into the object store. When you save the document, your changes are stored, but the document remains checked out to you.
The Save Content action is also used to create and update a document with multiple content items. For more information about multi-content documents, see Manage multi-content documents.
NOTE Be sure to check your document in after you have completed all your changes. If you cancel the checkout instead of checking the document in, the document reverts to the previous version and all the saved changes are discarded.
To save a document
Saving a document in Workplace and within an integrated Microsoft® Office application involves some different steps. Navigate to the checked out document you want to save and refer to the appropriate section below for instructions.
Workplace and Application Integration | Office 2007 applications using Integration for Microsoft Office |
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From an integrated Office application, locate the IBM ECM tab, and do one of the following actions:
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