You can view the properties of a document from the Information
page when you open, add or insert a document. When a document is checked
out you can modify the document properties from the Get
Info menu or modify them when you check in the document,
if permitted by your site administrator. In addition to editing property
values, you can also insert some of
these values into Office documents.
If you want to create
a compound document, you must access the document's information page.
Creating a compound document is not available from the Get Info menu
option in integrated applications.
In Workplace XT, when you
view the properties of a checked out document, you are actually viewing
the properties of the version that is in an In Process or Released
state, in Application Integration, you are viewing the properties
of the version that is in the Reservation state. This can cause the
following unexpected behavior when working with a checked out document:
- If you update the properties in Workplace XT, the current document—for
example, the Released version—gets updated. If you update the properties
for a document from an Office application, the properties on the Reservation
object are updated, not the properties on the In Process or Released
version. Should you cancel the checkout, the changes made to the properties
via an Office application are lost. Changes to the properties made
by using Workplace XT are not lost.
- If you make changes to the properties, and then check in the document
from an Office application, you see updated properties in the Checkin
wizard. In Workplace XT, you do not see updated properties in the
Checkin wizard.
To view or modify properties from Office applications and
Outlook, choose one of the following options, depending on your application:
Table 1. This table lists the procedures for
accessing a document's properties from within Microsoft Office applications. Application Integration |
Office applications |
Outlook |
- Check
out the document for which you want to view properties.
- From the FileNet P8 or IBM
FileNet Workplace XT menu, click Get Info.
Note: On
the document's Information page, you can modify folder properties,
such as Folder Name and Security, when you click the Folders
Filed In view. In Workplace XT, you can modify folder properties,
security and history.
- The Information page for the document is displayed. You can modify
the properties and also perform any of the actions available
in Workplace XT. Refer to Insert
a hyperlink and properties for more information.
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- Open an email message.
- From the Insert or Add-Ins menu,
click FileNet P8 or IBM FileNet
Workplace XT, and then point to Insert Property
Page. The Select
Item page appears, where you can specify the object from which
you want to insert its property information. Refer to Insert items for more information.
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