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 |
- Select one or more items you want to file.
- 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.
- Select the folder where you want to file the item.
|
- Navigate to the item you want to unfile.
- 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.
- 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.
|