Author view
Workplace provides tools you can use to complete your work. In Workplace, the Author primary view consists of two views:
- General Tools that you use to create and manage a number of key elements in your workplace including documents, folders, and custom objects. You also have access to entry templates to speed up the process of adding new items. If your site uses Microsoft® Office, you can download Application Integration to add FileNet menus and commands to your Office applications.
- Advanced Tools that you use to design publish templates, searches, entry templates, workflow definitions, workflow subscriptions, and security policies. You can also access the Process Simulation Console and the Process Simulation Designer. Access to Advanced Tools is controlled by the system administrator. For more information on the Advanced Tools, click Help from the Advanced Tools page.
How the tools work
Each of the following tools open a wizard for you to complete:
Icon | Description |
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Add Document allows you to add a new document to an object store. For more information, see Add Document. You can also use an entry template to add the new document. The entry template can provide default information and make it faster and easier to add documents. For more information about entry templates, see Work with entry templates. |
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Check in Document allows you to check in a checked-out document. You must choose a document from the list of checked-out documents shown for the object store you select. If the document was created by an entry template, that template might control the checkin process as well. Otherwise, checkin consists of setting associated properties, including changing the document class if necessary, setting security and selecting the file. See Check in Document. |
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Cancel Checkout allows you to cancel the current checkout of a document. You must select the object store containing your document, and then select the document from the list of your checked-out documents. See Cancel Checkout. |
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Bring Form Online (displays only if FileNet P8 eForms is installed) allows you to put a completed offline form back into Workplace. When you use this action, you must browse to the location of the form on your local workstation and select the form. For more information about offline forms functionality click the Help button in the Form Policy wizards. |
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Add Folder allows you to add a new folder to an object store. You must select the object store and any parent folder for your new folder; set the folder class properties, and set security. See Add Folder. You can also use an entry template to add the new folder. For more information about entry templates, see Work with entry templates. |
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Add Custom Object allows you to add a new custom object to an object store. The wizard steps you through the process including setting up an object class, properties, and security. For more information, see Add a document. You can also use an entry template to help you add the new custom object. For more information about entry templates, see Work with entry templates. |
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Download Application Integration for Microsoft Office lets you download and configure Application Integration for Microsoft® Office and Outlook. See Download Application Integration for Microsoft Office. |
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Download File Tracker lets you download and use File Tracker to manage the files you check into and out of an object store. See Download File Tracker. |
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Download Offline Forms Integration (displays only if FileNet P8 eForms is installed) starts the Desktop eForms installation program. Alternatively, you can install Desktop eForms from CD. For more information about offline forms functionality click the Help button in the Form Policy wizards. |
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Request Record Folder enables you to send a request to IBM Enterprise Records to have a record folder created when you do not have sufficient rights to create a record folder yourself. IBM Enterprise Records is an optional application that might not be installed in your environment. |
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