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

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• Conducting Profile-based Searches • Conducting Full-text Searches • More Search Notes (Profile-based and Full-text) • Notes Query Syntax Rules Creating and saving documents from an ODMA-supported Application 216 Domino.Doc User Guide For ODMA-compliant applications, the File - Save command works differently depending on whether or not the document has already been saved to the Desktop Enabler Plus library. The first time you click File - Save for a new document, the Profile form will appear so that you can profile your document and save it to the library. Any other time, clicking File - Save will cause your application to do an intermediate save to the library. For more information about profiles, see About the Document Profile in the Desktop Enabler Plus Client. To save a new document into the Desktop Enabler Plus library, perform the following steps: 1. Choose File - Save. If you are prompted for your User Name and/or Password, enter that information, and then click Login. The Desktop Enabler Plus Profile dialog box appears. 2. Fill the desired document profile fields on the Profile tab.
Document Title — Enter the title of the document. Cabinet — Select the cabinet (selection list is based on access rights). Binder — Select the binder that the document will reside in. Document Type — Select the appropriate document type for the document you are profiling. Based on what document type you select, other profile fields will dynamically appear for further profiling. Using dynamic profiling means that you are presented with just the fields necessary for the document type you indexing. Note The blue circular arrow next to the Document Title field allows you to refresh the Cabinet and Binder selection list. This is helpful when a Cabinet and/or Binder has been added during your current work session. 3. (Optional) Click the Security tab and change the Permission Settings and Levels for this document if necessary. Uncheck the Default checkbox. Right click on the user or group’s permission to change the document security. 4. Click OK when you have completed all of the Profile and Security information for this document. Choose File - Close when you are finished working in your application. The Desktop Enabler Plus Check In dialog box displays. 5. Make sure “Check In?” is set to Yes. 6. Select a check-in option: Choose Version if you want to check in the document as a version. Choose Draft if you want to check in the document as a draft. Note This option will not be available if the Version option “Disable drafts” is selected on the document type form. Choose Discard changes to cancel the check-in process. 7. (Optional) Enter a comment if you’d like. 8. Click OK. Opening and editing documents from an ODMA-supported Application For ODMA-compliant applications, the File - Open command allows users to locate documents stored within the Desktop Enabler Plus library for viewing and editing. A document stored in the Domino.Doc library must be checked out for editing. Checking out a document locks it so that other Editors cannot modify the document, and it retrieves a working copy of the document for editing. Chapter 11: Working with Domino.Doc from Desktop Enabler Plus ODMA Client 217
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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
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For more information see About Docu
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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
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Page 213 and 214: 3. Edit Profile as needed. Click OK
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Page 219 and 220: 3. Click on the Revision History ta
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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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