Working with Office documents in a library
Libraries enable Community members to upload, manage, organize and collaborate on files shared on the FileNet Document Management system. A community can contain multiple Libraries.
About this task
Note: Interaction with libraries from Microsoft Office is
only available when you are connecting to a HCL Connections server.
This feature is not supported on Connections Cloud.
When the HCL Connections Content Manager add-on is deployed on a Connections server, community owners can create community libraries directly in Office. Community libraries provide owners and members with the content management capabilities and enhanced social features.
Procedure
Navigate to a Library in the HCL Connections namespace extension and Open a Microsoft
Office document. Then, click HCL Connections on the Office ribbon.
Choose from one of the following File Actions options:
Action | Description |
---|---|
Check out | Members can check out files and edit them using private drafts. Checked out files are locked to prevent other users from making updates at the same time. Making changes to a library file creates a new local draft. You are notified about the draft in the Library Drafts Monitor. |
Check in | After you are done editing a file, choose Check in. Your changes are uploaded to the server and the file is unlocked so that others can edit it. |
Upload draft | Choose Upload draft to upload the updated file and update the draft on the server. |
Share | Choose Share to change default sharing settings on this file. |
Comments | To provide feedback on the file, click Comments to open the file in a browser so that you can add a comment. |
Open in Browser | Click Open in browser to view the file in Connections. You then have full access to all of the supported features for working with library files. |
Properties | Click Properties to view and edit properties for the document. |
Links | Copy or send a link to the browser version of the document.
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