IBM FileNet P8, Version 5.2            

Considerations when working with Office applications and Outlook

File types

File types are defined in site preferences. The site preferences determine the type of files displayed in Workplace XT after you open or insert a document from Outlook. They also guarantee specific file types are recognized and displayed correctly in Workplace XT 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:

  1. Double-click the file name of the document you want to open. Alternatively, from an Office application or Outlook, locate the FileNet P8, IBM FileNet Workplace XT menus, or IBM ECM tab.
  2. Choose one of the following options, depending on your application:
Table 1. This table lists the procedures for opening a document from within Microsoft Office applications. The procedures differ slightly and are dependent on the application you used to integrate with the Office applications.
Application Integration
Office applications Outlook
Click Open Document, and then perform one of the following actions:
  • Click Select Item and 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 from an Office application.
  • Click My Checkouts to view a list of documents currently checked out to you. Select a document to open.
From the FileNet P8 or IBM FileNet Workplace XT 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.



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Last updated: March 2013
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