You can navigate a hierarchy of object stores and favorites that
are top-level containers for items including documents, folders, and
predefined searches.
- Documents can be any type of electronic file, such as a word processing
file or a spreadsheet. Documents can also represent an external item
that cannot be stored electronically, but can be represented by a
collection of document properties. Such an external "document" could
be a CD, DVD, book, or other physical device.
Tip: To
view a document, locate the document, and then double-click the document
to view it.
- Folders contain items that have a logical relationship, such as
subfolders, documents, and predefined searches.
- An All Searches folder appears under each
object store. The All Searches folder provides
a handy way for viewing and using predefined searches to which you
have access. You can browse for a predefined search in the All
Searches folder or elsewhere in the folder tree, and then
select and immediately run it.
If you are using integrated Microsoft Office applications
using Integration for Microsoft Office,
you can click Browse or search an object store
by clicking Search under the IBM
ECM tab on the Microsoft Office
Ribbon. From Outlook, you can click Browse from
the IBM ECM menu. You can also open a new email
message and click Browse under the IBM
ECM tab.
Predefined searches contain some or all
of the search criteria needed to locate documents. A predefined search
requiring no input is called a stored search. When you select a stored
search, the results are immediately displayed. A predefined search
that requires input is called a search template. See Use a search template for detailed
instructions on using a search template.
You can work with documents
in the search results using options available from the toolbar, Actions button,
pop-up menu and Tools menu in Workplace XT.
If you are using an integrated Office application, you can right-click
the document and select an option.
Tip: To create your own keyword or property search, select the
search mode from the
toolbar.
- A Checkout List folder appears under each
object store and it lists all documents that are currently checked
out by you. Note the documents listed only reside in the object store
under which the Checkout List folder appears.
You can work with these documents using options available from the
toolbar, Actions button, pop-up menu and Tools menu.
If
you are using integrated Office applications using Integration for Microsoft Office, you can
click Checkouts to view a list of documents
checked out by you. The documents listed reside in all of the object
stores to which you have access. Checkouts is
located under the IBM ECM tab on the Microsoft®
Office Ribbon.
- The Favorites folder
lists your most frequently used documents, folders, and predefined
searches. If you are using integrated Office applications using Integration
for Microsoft Office and
use your Favorites folder in Integration for Microsoft Office, you cannot access predefined
searches.