IBM FileNet P8, Version 5.2            

FileNet Integration for Microsoft Office commands and options

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.

Table 1. This table lists the menu options available when using integrated Office applications.
  Command or option applies to
Command or option FileNet Integration for Microsoft Office Related topics and notes
Add Check mark For documents, see Add a document.

For folders, see Add a folder.

If you are adding a document from an integrated Office application using FileNet Integration for Microsoft Office, see Accessing an entry template.

Add attachment to IBM ECM Check mark See Accessing an entry template.
Add document Check mark See Accessing an entry template.
Add email to IBM ECM Check mark See Accessing an entry template.
Add to Favorites/Remove from Favorites Check mark See Manage your Favorites.
Attach file as copy Check mark See Send mail.
Attach file as link Check mark See Send mail.
Browse Check mark See Browse for documents and folders.
Cancel Checkout

Cancel checkout

Check mark See Modify a document.
Check In Document

Check in document

Check mark See Modify a document.
Check Out

Check out document

Check mark See Modify a document.
Check out and open Check mark See Open a document with Microsoft applications and Outlook.
Copy Check mark See Manage a document.
Create new folder Check mark See Add a folder.
Cut/Undo Cut Check mark See Modify a document.
Delete Check mark See Modify a document.

See Search by properties (simple search) if you are deleting a saved search.

Delete Properties   See Insert procedures.
Entry Templates Check mark See Add a document.
Favorites Check mark See Manage your Favorites.
Get Info   See Access property information.
Insert Hyperlink   See Insert hyperlink.
Insert Item   See Insert items.
Insert link to document Check mark See Insert procedures.
Insert Property   See Insert procedures.
Insert Property Page   See Insert procedures.
Logoff   See Access FileNet P8 using Integrated Office Applications.
Modify Check mark See Access property information.
My Inbox Tasks   See View and select work items.
Open Check mark See Open a document.

See Search by properties (simple search) if you are opening a search.

Open document   See Open a document.
Object Store Check mark See Accessing an entry template.
Paste Check mark See Modify a document.
Properties Check mark See Access property information.
Recent Documents Check mark See Open a document.
Rename Check mark See Search by properties (simple search)
Refresh Check mark This action refreshes the contents of the tree and list panes.
Refresh Properties   See Insert, refresh and delete properties.
Reset Check mark See Search by properties (simple search)
Run Check mark See Search by properties (simple search)
Search Check mark See Search by properties (simple search)
Send file as copy Check mark See Send mail.
Send file as link Check mark See Send mail.
Set as default Check mark See Search by properties (simple search)
Set Workplace XT Address   See Access FileNet P8 using integrated office applications
Show Details/Hide Details Check mark See Access property information.
Start process Check mark See Work with processes and tasks.
Tasks Check mark See Work with processes and tasks.
Unfile Check mark See Modify a document.
View/Modify Properties Check mark See Access property information.
View/Modify Security Check mark See Secure documents and folders.


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Last updated: March 2013
fimo_appintmenu002.htm

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