Editing a new version

You can edit a new version of a Microsoft Office document that’s stored in Objective ECM if you have:

  • ‘Edit’ privileges
  • the appropriate permissions and
  • someone else is not currently editing the document.

Objective Office Add-ins will detect whether the document is from Objective ECM and enable the Edit new version and Document details options on the Objective ECM section of the Home ribbon of Microsoft Office. The document is then downloaded and opened in read-only mode.

  1. Open the Objective ECM document from a Microsoft Office application.

    The selected document opens in read-only mode.

  2. From the Objective ECM section of the Home ribbon, select Edit new version.

  3. On the Edit new version dialog box, enter a reason for editing the document.

    This reason is kept with the document version history so that you can track all document changes.

  4. Select Edit and make your changes to the Microsoft Office document/workbook/presentation.
  • As soon as you start making changes to a read-only document, depending on the state of the document, the system will detect that you are making changes. You will be prompted with a message to edit a new version. If you select Yes, the latest document version is downloaded and the status changes to being edited by you. This will only happen for Objective ECM documents that exist in the Objective Director cache and not for any documents that you have downloaded to your local device.
  • If a document is locked for editing by another user, when the Edit new version button is selected an error message displays letting you know that the document is not available for editing.
  • On selecting to edit a new version, the current document is closed, the latest copy is downloaded and opened for editing. A status bar displays the download progress.
  • If the document you wish to edit is not available from the Objective Director cache, then Edit new version is not available from the Objective ECM section of the Home ribbon. Document details are still available for you to view.

 

See also

Opening Microsoft Office documents

Viewing document details

Releasing documents

Saving your emails

Saving your documents, workbooks and presentations

Saving your documents from Windows Explorer