Add-in menus for Microsoft Excel

The following sections describe the existing add-in menus for Microsoft® Excel as provided by Application Integration. Each section features a table which identifies the submenu structure and hierarchy for the add-in menu, the Application Integration commands included on the menu, and descriptions of the known Application Integration actions which are performed when the commands are selected by the user. In the tables, the names of Application Integration commands appear in bold and parent pop-up submenu names (if any) are followed by the ">" character.

File add-in menu

The following table identifies the contents and arrangement of the File add-in menu for Microsoft Excel as provided by Application Integration.

SubMenu or Command

Child Command Action
Open Document > My Checkouts... Prompts the user to select an item from their checkout list, which is subsequently downloaded (the content of the reservation object for the item, if any, is downloaded), then the downloaded item is tracked as checked-out on the user's local workstation.
Open Document > Select Item... Executes the "Open as copy or checkout" operation.
Add Document > Use Add Document Wizard... Executes the "Add via Add Wizard" operation.
Add Document > Select An Entry Template... Executes the "Add via Entry Template" operation.
Add Folder... Not applicable Performs the "Add Folder Wizard" operation, which enables the user to specify the Object Store, parent folder, class, security permissions, etc when adding a folder.
Check In Document > Check In...

Performs the "Check In Wizard" operation with a minimal user interface. In the minimal interface, the user cannot change the document class, properties, or security permissions.

Check In Document > Advanced Check In... Executes the "Check In Wizard" operation.
Cancel Checkout Not applicable Executes the "Cancel Checkout" operation.
Save Not applicable Executes the "Save 'Draft'" operation.
Get Info... Not applicable Executes the "Show Properties/Info" operation.
My Inbox Tasks... Not applicable Performs the "My Inbox" task, which allows the user to process workflow items in their Inbox.
Logoff Not applicable Executes the "Save Logoff" operation.

Insert add-in menu

The following table identifies the contents and arrangement of the Insert add-in menu for Microsoft Excel as provided by Application Integration.

SubMenu or Command

Child Command Action
Insert Hyperlink... Not applicable

Executes the "Insert Hyperlink" operation. In addition, the "Search" link is displayed, which enables the user to select and run a search template in order to find the object for creating hyperlink.

Insert Property... Not applicable Executes the "Insert Properties" operation.
Refresh Properties... Not applicable Executes the "Refresh Properties" operation.
Delete Properties... Not applicable Executes the "Delete Properties" operation.

Help add-in menu

The following table identifies the contents and arrangement of the Help add-in menu for Microsoft Excel as provided by Application Integration.

SubMenu or Command Child Command Action
IBM FileNet P8 Help Topics... Not applicable Executes the "Help" operation.


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