Documents

Your daily work probably includes interacting with many types of documents. For example, you might create documents, review documents, file documents, move documents to a different folder, update documents, or delete documents. The documents you handle might be word processing files, spreadsheet files, forms, or any type of electronic file. Documents can also be just a collection of document properties that refer to an item you want to track, such as a CD, DVD, book, or other physical device.

For the most part, the types of actions you perform related to documents, such as adding a new document or checking out an existing document, work the same way, no matter what the type of document. However, some types of files are designed to use special features. For example, a publishing template is a special class of a document that advanced users can create using the Publishing Designer application. The Publishing Designer application performs the adding, checking in, and checking out of the publishing template file, and you cannot perform these actions directly on the file. However, you can locate the file using Browse or Search, and you can view its property information if you have appropriate access rights.

Form data is another special type of document. If your site has installed and enabled eForms, then you can work with forms in addition to other types of documents. You cannot directly perform the add, checkout, or checkin, download, or save actions for form data. Instead, when you open a form data document, the document is automatically checked out for you. For more information, see Work with FileNet P8 eForms.

Workplace provides many tools to help you manage documents, their properties, and their security. For example:

The topics that follow show you how to use all the different tools to make document management easy and flexible.