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

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• Submit for Approval<br />

<strong>Doc</strong>ument actions - Notes folders<br />

In the Notes folders view, you initially access a document through its<br />

profile. To perform document actions, open the binder and double-click on<br />

the document to open the document profile.<br />

From the document profile, you can display the security, revision history,<br />

and a report of document activity. You can link the document to different<br />

binders for easy access. If the document is part of a discussion forum, a Go<br />

to Forum link is also present on the profile.<br />

If you have the appropriate access, you can:<br />

• Copy or move the document to a different binder<br />

• Delete the document<br />

• Check the document out for editing the content, the profile, and the<br />

security information<br />

• Check the document back in and, based on document type, set up,<br />

submit, complete, and cancel review and approval cycles<br />

The following actions are available <strong>from</strong> the action bar on a document that<br />

has been opened.<br />

Click this button:<br />

Close<br />

View<br />

Create Version<br />

Check Out <strong>Doc</strong>ument<br />

Refresh<br />

Activity Log<br />

Forward<br />

Move to Binder<br />

Delete<br />

Go to Forum<br />

88 <strong>Domino</strong>.<strong>Doc</strong> User Guide<br />

To do this:<br />

Close the document.<br />

Open the document for viewing.<br />

Change the document status <strong>from</strong> draft to version.<br />

Check the document out for editing or for changing the<br />

document profile or security information.<br />

Redisplay the view after you have made changes.<br />

Display a report of the document processing activity.<br />

E-mail the document to another user.<br />

Select a different binder for this document.<br />

Note This function can be performed in the master file<br />

cabinet only.<br />

Delete the document <strong>from</strong> the binder.<br />

Note This function can be performed in the master file<br />

cabinet only.<br />

Access the discussion forum for this document.

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