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

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Canceling an Approval Cycle You must use the Web Browser or Notes client to cancel the approval cycle. The approval initiator may cancel an approval cycle any time while the document is in the Pending Approval state. Canceling an approval, returns the document to the previous state and preserves existing approval comments. To cancel an approval cycle, simply open the approval copy and click “Cancel Approval.” Modifying Document Security 214 Domino.Doc User Guide Document security either defaults from the binder user list or is limited to the document creator, but you can change permission levels for a specific document when you initially save the document. After it has been created, document security can be modified using the Desktop Enabler Plus web interface. To change permission levels for an existing document: 1. Click on the Domino.Doc icon in the Navigation Pane. 2. Locate the document who’s security you would like to change. 3. Click Check Out Document. 4. Click Edit Security. 5. All of the names and their permission levels from the binder user list displays. 6. For each of Reader, Editor, and Manager, click the Add/Remove button and adjust security as desired. 7. Click Save when you have finished changing the security levels for this document. 8. Click Check In.
Chapter 11 Working with Domino.Doc from Desktop Enabler Plus ODMA Client This chapter describes the ODMA Client functions available when Domino.Doc Desktop Enabler Plus is installed. It contains the following sections: • About Working with Desktop Enabler Plus ODMA Client • Creating and saving documents from an ODMA-supported Application • Opening and editing documents from an ODMA-supported Application • Reviewing documents from an ODMA-supported Application • Approving documents from an ODMA-supported Application About Working with Desktop Enabler Plus ODMA Client The Desktop Enabler Plus ODMA client offers tight integration with a number of the leading document creation tools (word processors, presentation tools, etc.). This allows users to work with documents directly from within their favorite application. To begin, you must log in to Desktop Enabler Plus. To understand more about Domino.Doc, see these topics: • About Domino.Doc and ODMA-supported applications • About Document Versioning • About Document Life Cycle Management • About Document Types • About Document Security To understand more about Desktop Enabler Plus components that you will use when working with the Desktop Enabler Plus ODMA client, see these topics: • About the Document Icons • Saving Searches 215
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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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Checking in a document from Notes I
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3. Enter a title for your document
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4. In the memo form that opens, use
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3. Choose Actions - Copy Bookmark t
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Changing the document reviewer list
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Submitting a document for approval
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Canceling an approval cycle The app
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Deleting the current draft You can
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3. Click Yes. The next time the Arc
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• View All to open a popup window
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Chapter 7 Working with Domino.Doc f
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What you see as you navigate depend
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Searching from a browser Domino.Doc
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14. Select the query you want to de
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4. Choose Binder - Edit Security to
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Note If you made changes to a worki
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Working with a Document from a Brow
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Click this: Submit for Approval App
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Procedure To add an existing docume
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A document can only be checked out
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A check-out request is sent to the
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7. Select a Check In Option. 8. (Op
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• To remove a binder or document
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3. Click Add when you have selected
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If you are the final reviewer, the
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3. Scroll to the Review Status sect
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For more information see Chapter 5,
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Note Responses cannot be nested to
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158 Domino.Doc User Guide Libraries
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7. Expand the file room, the file c
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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
Page 195 and 196: Chapter 10 Working with Domino.Doc
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
Page 211 and 212: 3. Select the document you would li
Page 213 and 214: 3. Edit Profile as needed. Click OK
Page 215 and 216: About the Desktop Enabler Plus Menu
Page 217 and 218: About the Desktop Enabler Plus Stat
Page 219 and 220: 3. Click on the Revision History ta
Page 221 and 222: Document reviewers are notified by
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Page 227 and 228: Document Title — Enter the title
Page 229: 2. What you can do depends on how t
Page 232 and 233: About initiating workflow processes
Page 234 and 235: Viewing associated workflows from N
Page 236 and 237: Why Can’t I 226 Domino.Doc User G
Page 238 and 239: Reinstall Domino.Doc. If you reinst
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Page 242 and 243: General issues 232 Domino.Doc User
Page 244 and 245: Freelance Graphics 97 application i
Page 246 and 247: Domino.Doc looks for NOTES.INI (not
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Page 250 and 251: 240 Domino.Doc User Guide • Savin
Page 253 and 254: Index A Access options document use
Page 255 and 256: principles, 56 Windows Explorer, 17
Page 257 and 258: checking out binders, browser, 129
Page 259 and 260: principles, Desktop Enabler Plus, 1
Page 261: mobile documents, Attaché Case, 18
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