Chapter 7 Working with Domino.Doc from a Browser - Lotus ...

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Procedure 1. Select the document from any list. 2. Click on the info icon (blue dot) to open the profile. 3. Choose Document - Delete. 4. At the Delete Confirm message, select a delete option and click OK. Manually archiving a document from a browser A document can be archived from the master file cabinet only. Also, a document can be archived only if its Document Type is set to allow archiving. This procedure marks the document for archiving; however, it is not archived until the archiving agent is run. Procedure To manually archive a document from a browser, perform the following steps: 1. Open the document that you want to archive. 2. Select Document - Mark for Archive. The Archiving Options display. 3. Specify an archiving option for the document versions: • Archive all versions. • Archive all versions except the most recent. • Archive only the selected version. 4. Specify an archiving option for the document drafts: • Leave drafts alone. • Archive drafts when a version is archived. • Delete drafts when a version is archived. 5. Specify an archive directory. 6. Click Save. Using the Discussion Feature in the Browser 152 Domino.Doc User Guide When you are working with Domino.Doc from the browser you can use the Discussion feature to communicate with other users of a document. The Discussion feature has two options: Who is Online and Forum. They allow you to create discussion topics and responses for Domino.Doc documents, and if Sametime integration is enabled, — and you are online — to use Sametime to communicate with other online users of the document.
For more information see Chapter 5, About Discussing Documents in the Forum. Using the Who is Online feature If Sametime Integration is enabled for both your Domino.Doc library and for the file cabinet containing the document or binder you have open, you can use Sametime to communicate with other users. 1. Choose Discussion - Who Is Online on the action bar. A window opens with a list of who is online with Sametime. 2. Double-click to select a name and initiate a chat. 3. Right click to get the option for a single chat or to invite all users. A floating Sametime window opens that you can use for Sametime operations. The icons and general capabilities follow the Sametime conventions. However, the list of Sametime users is limited to those persons who have Manager or Editor access to the document, and is categorized by managers, editors, reviewers, and approvers insofar as those categories are populated. Using the Discussion Forum feature You can use the Forum feature to initiate a discussion forum around a document, or to add a topic to an existing discussion thread, and to read the discussion documents that have evolved. The visibility of topics and responses is limited to the user’s access to the related document. For example, if only Draft Editors have access to a document, you will not see the discussion unless you have Draft Editor status. Navigating the Discussion Thread With a discussion forum open, you can view the entire discussion thread on a document. It allows you to view all main topics and responses, insofar as your user security level allows. A navigation display is included for every main topic and response. This display shows a maximum of 21 documents at a time, arranged in a topic-and-response hierarchy, with the current document approximately in the center. (Its position depends on how close the current document is to the very beginning or very end of the thread.) To navigate through the discussion: • Use the scroll sliders or arrows to scroll through the entire thread. It displays 21 documents at a time. • Double-click any discussion document link to open the topic or response document. • Click the buttons on the toolbar as follows: • Return to go back to the document view. • New Main Topic to create a new topic in the thread. Chapter 7: Working with Domino.Doc from a Browser 153
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COPYRIGHT Under the copyright laws,
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Contents Preface ..................
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Adding an existing document to Domi
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Creating and saving documents from
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x Domino.Doc User Guide Chapter 11,
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2 Domino.Doc User Guide Usability E
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4 Domino.Doc User Guide Performance
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6 Domino.Doc User Guide • Cross-d
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8 Domino.Doc User Guide The file ca
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10 Domino.Doc User Guide Library Ad
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Domino.Doc takes over the applicati
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There are relationships among the d
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Chapter 2 Getting Started You can n
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The Domino.Doc Desktop Enabler Sett
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There are some additional steps you
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2. Click to remove the check mark b
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Setting up for using Desktop Enable
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Setting up for using a Web Browser
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30 Domino.Doc User Guide are all co
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Chapter 4 Working with Binders Abou
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When you create your binder, enter
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About Finding and Opening Binders D
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If your request is rejected, the Re
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About Checking in a Binder About Bi
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Chapter 5 Working with Documents Ab
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About Document Types About Document
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Other principles • Discussion doc
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Eventually a document is no longer
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Documents can be archived from the
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About recently edited documents Dom
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About Checking in a Document Docume
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• If you delete the latest docume
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Chapter 6 Working with Domino.Doc f
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Note If you are working with a low-
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Library Administration Actions and
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• Add a binder to your favorites
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This set of options is accessed by
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Note To search multiple file cabine
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6. Click Start Search to initiate t
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Procedures To access your list of f
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Click this button: Add Binder to Fa
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Checked-out binder actions - Notes
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Checked-out binder tabs - Notes fol
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• The binder is immediately check
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3. Click Binder Profile. 4. Click E
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4. Click OK. 5. Enter a title for t
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Document actions - BinderTOC Active
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The following additional actions ar
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The following additional actions ar
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3. Enter the following file locatio
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Procedure To check out a document f
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4. Choose one of the check-out opti
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The Checkout Conflict Notice, illus
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Page 113 and 114: 3. Enter a title for your document
Page 115 and 116: 4. In the memo form that opens, use
Page 117 and 118: 3. Choose Actions - Copy Bookmark t
Page 119 and 120: Changing the document reviewer list
Page 121 and 122: Submitting a document for approval
Page 123 and 124: Canceling an approval cycle The app
Page 125 and 126: Deleting the current draft You can
Page 127 and 128: 3. Click Yes. The next time the Arc
Page 129 and 130: • View All to open a popup window
Page 131 and 132: Chapter 7 Working with Domino.Doc f
Page 133 and 134: What you see as you navigate depend
Page 135 and 136: Searching from a browser Domino.Doc
Page 137 and 138: 14. Select the query you want to de
Page 139 and 140: 4. Choose Binder - Edit Security to
Page 141 and 142: Note If you made changes to a worki
Page 143 and 144: Working with a Document from a Brow
Page 145 and 146: Click this: Submit for Approval App
Page 147 and 148: Procedure To add an existing docume
Page 149 and 150: A document can only be checked out
Page 151 and 152: A check-out request is sent to the
Page 153 and 154: 7. Select a Check In Option. 8. (Op
Page 155 and 156: • To remove a binder or document
Page 157 and 158: 3. Click Add when you have selected
Page 159 and 160: If you are the final reviewer, the
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Page 165: Note Responses cannot be nested to
Page 168 and 169: 158 Domino.Doc User Guide Libraries
Page 170 and 171: 7. Expand the file room, the file c
Page 172 and 173: 11. Click Save when you have comple
Page 174 and 175: For more information see About Docu
Page 176 and 177: Procedure To open documents from wi
Page 178 and 179: Editing a checked-out document late
Page 180 and 181: 3. Choose Complete Review when you
Page 182 and 183: Navigating Domino.Doc from Windows
Page 184 and 185: File Cabinet Binder Category Binder
Page 186 and 187: Choose this command: New Document D
Page 188 and 189: The next section explains how to us
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Page 192 and 193: document, three columns are listed
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Page 197 and 198: About Working with Domino.Doc from
Page 199 and 200: Adding Existing Documents in the De
Page 201 and 202: View Print Edit The following proce
Page 203 and 204: About Going Mobile The Desktop Enab
Page 205 and 206: If you do not use Lotus Notes for m
Page 207 and 208: Procedure To conduct full-text sear
Page 209 and 210: • Field operator — Use the fiel
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3. Edit Profile as needed. Click OK
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About the Desktop Enabler Plus Menu
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About the Desktop Enabler Plus Stat
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3. Click on the Revision History ta
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Document reviewers are notified by
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Procedure To set up or change an ap
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Chapter 11 Working with Domino.Doc
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Document Title — Enter the title
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2. What you can do depends on how t
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About initiating workflow processes
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Viewing associated workflows from N
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Why Can’t I 226 Domino.Doc User G
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Reinstall Domino.Doc. If you reinst
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I can’t eliminate JavaScript erro
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General issues 232 Domino.Doc User
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Freelance Graphics 97 application i
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Domino.Doc looks for NOTES.INI (not
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A temporary file gets created for e
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240 Domino.Doc User Guide • Savin
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Index A Access options document use
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principles, 56 Windows Explorer, 17
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checking out binders, browser, 129
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principles, Desktop Enabler Plus, 1
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mobile documents, Attaché Case, 18
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