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.
FileNet Integration for Microsoft Office
Office applications Outlook
You can right-click a document and select Open or Check out and open from the pop-up menu.

Go to the Open group under the IBM ECM tab on the Office Ribbon and select an option to open a document. You can browse, search, select Recent Documents or locate your documents in the Favorites folder or from My Checkouts.

You can right-click a document and select Open.

From the IBM ECM menu, click Browse and select a document to open by browsing, selecting Recent Documents or locate your documents in the Favorites folder or from My Checkouts.



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Last updated: March 2013
fimo_appintopendoc004.htm

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