IBM FileNet P8, Version 5.1.+            

Filing and unfiling items in folders

You can file one or more documents, searches, or forms in multiple folders. The item is not duplicated in each folder, but instead, each folder contains a reference to the same item. It can be edited from any of the locations if the user has access rights to the item. When you file documents in integrated Office applications using Integration for Microsoft Office, you copy documents from one location and paste them in another location.

Tip: In integrated Office applications using Integration for Microsoft Office, you can file a document in another folder by pressing the CTRL key while you drag one or more items into the specific folder.

You can also unfile items from a specific folder. When you unfile an item, you are taking it out of its current folder. When you unfile the item from all of its folders, the item remains in the object store; however, the only way to locate the item is to search for it. If the item is not filed in at least one folder, you cannot browse for the item.

Table 1. These procedures describe how to use the file and unfile actions in FileNet Integration for Microsoft Office.
To file an item in a new folder To unfile an item from a folder
  1. Select one or more items you want to file.
  2. Select the appropriate action. In an integrated Office application using Integration for Microsoft Office, right-click the item you want to file and click Copy. Right-click the folder in which you want to file the item and click Paste.
  3. Select the folder where you want to file the item.
  1. Navigate to the item you want to unfile.
  2. Select the Unfile action. In an integrated Office application using Integration for Microsoft Office, right-click the item you want to unfile and click Unfile.
  3. If the item is filed in more than one folder, select the folder from which you want to unfile the item, and then click Unfile.


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Last updated: July 2011


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