Commands and options for Microsoft Office applications and Outlook
When you integrate Microsoft® Office applications and Outlook with Workplace using Application Integration, the applications' commands and menus contain document management options that allow you to quickly add documents to an object store, check documents in and out of an object store, and save copies of your work from inside Office. From Outlook, you can add documents and folders.
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.
- Application Integration: The options to access object stores appear in the File, Insert or Add-Ins menu of an integrated application under the FileNet P8 options. If you integrated your Office 2007 applications with Workplace, all of the menu options are available from an application's 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.
Command or option | Related topics and notes |
---|---|
Add | For documents, see Add a document.
For folders, see Add a folder. |
Cancel Checkout Cancel checkout |
See Modify a document. |
Check In Document Check in document |
See Modify a document. |
Check Out Check out document |
See Modify a document. |
Delete Properties | See Insert procedures. |
Get Info | See Access property information. |
Insert Hyperlink | See Insert Hyperlink. |
Insert Property | See Insert procedures. |
Insert Property Page | See Insert procedures. |
Logoff | See Access FileNet P8 using integrated office applications. |
My Checkouts | See Modify a document. |
My Inbox Tasks | See View and select work items. |
Open document | See Open a document. |
Refresh Properties | See Insert, refresh and delete properties. |
Additional information about the menus
Office menus (Application Integration)
- Customizing your Word toolbar and menu options entails modifying the FnAppIntTemplate.dot file. Do not save changes to this file because it can result in additional menus.
- You cannot access application integration options from PowerPoint if you are working with content objects that have a GIF file. These are files that have a .gif file extension.
- If you are working with charts in Excel, you cannot access the menu options when a chart is selected. Clear the selection by clicking outside of the chart boundaries to restore and access the menu.
Outlook commands and menus
Application Integration menu options allow you to quickly add and copy documents and insert object store items into an Outlook email message or task. Additional options under the File and Insert menus might also be available in Outlook items, such as a contact and meeting request.
If you are using Word as your email editor and Word is integrated with Workplace using Application Integration, be aware their related commands or menu options for Word will appear in a new Outlook message.
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