IBM FileNet P8, Version 5.2            

Integration for Application Integration

The application you install to access object stores determines the location of the commands or menu options available from an Office application or Outlook.

In Application Integration, the options appear in the File, Insert or Add-Ins menu of an integrated application under the FileNet P8 or IBM FileNet Workplace XT options. If you integrated your Office applications with Workplace XT, all of the menu options are available from an application Add-Ins menu.

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 Application Integration Related topics and notes
Add Check mark For documents, see Add a document.

For folders, see Add a folder.

Add attachment to IBM® ECM   See Accessing an entry template.
Add document   See Accessing an entry template.
Add email to IBM ECM   See Accessing an entry template.
Add to Favorites/Remove from Favorites   See Manage your Favorites.
Attach file as copy   See Send mail.
Attach file as link   See Send mail.
Browse   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   See Open a document with Microsoft applications and Outlook.
Copy   See Manage a document.
Create new folder   See Add a folder.
Cut/Undo Cut   See Manage a document.
Delete   See Manage a document.

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

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

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

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


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Last updated: March 2013
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