You can access and update properties assigned to a document or folder when you add them to an object store or modify the objects, such as checking in a document or saving the content of a checked out document. The entry template you use to add a document determines whether you can select a class or assign a class to the document. You can modify the properties assigned to a document, but not the class; however, you modify the properties and class assigned to a folder.
When you save the content, you can click Save with properties to modify the properties of the document as well as save new content before checking the document back into an object store.
Use the View/Modify Properties command under the IBM ECM tab or select Properties from a pop-up menu. You can also click Show Details at the bottom of the Browse pane after you select a document or folder. Information about the object is displayed in the Details pane and you can view and modify information for any object you select after you click Modify.
Some of your documents might be assigned properties that contain a lifecycle by your administrator. A document lifecycle encompasses the different states that the document goes through during its life. For example, the lifecycle states of a loan application might occur in the following order:
The states reflect the order an actual loan application moves from one process to another. As the document moves from one state to the next, the lifecycle state is updated. For example, upon approval, the document is promoted to its second state (Approval). Once the bank finances the loan, the document is promoted again to its Funding state.
Some properties might be assigned a document lifecycle policy. A document lifecycle policy is assigned to a document class and is used by your administrator. The lifecycle state is displayed and you can modify the lifecycle when you are assigned the appropriate permissions.
Some of the properties for documents and folders might be assigned markings by your administrator. Markings are based on specific property values and allow access to documents or folders. When a marking is applied to an object, the resulting access permissions for the object are a combination of the settings of its original access permissions and the settings of the markings. The settings of the markings can determine who has access to the object the marking is assigned to and who can modify or remove the assigned marking.
Choose one of the following options, depending on your application:
Integrated Office applications using FileNet Integration for Microsoft Office | |
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Office applications | Outlook |
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