Configuring to Edit in the Integrated Office Viewer - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier
Note:

The OnBase Integrated Office Viewer requires additional configuration. For detailed information, see the OnBase Integrated Office Viewer chapter in the System Administration module reference guide.

To edit Microsoft Office documents using the OnBase Integrated Office Viewer, the Document Type must be configured in the Rendition / Revision Control Settings dialog box in the Configuration module.

Some of these Document Type settings behave differently in the Integrated Office Viewer than they do in other contexts. In particular, users are not prompted to save or cancel changes in the Integrated Office Viewer; when the user closes the browser window, any changes are automatically saved to OnBase. It is also not possible to create new OnBase documents using the Integrated Office Viewer. See the following explanations for more information on each setting.

The following option is required to edit documents in the OnBase Integrated Office Viewer:

Option

Description

Allow Persistent Check Out

This option is required for editing documents in the OnBase Integrated Office Viewer.

Note:

The EDM Services license is required to enable the Allow Persistent Check Out option.

The following options for non-revisable Document Types behave differently in the OnBase Integrated Office Viewer:

Option

Behavior in Integrated Office Viewer

Create new document

You cannot use this option for documents that you want to edit in the Integrated Office Viewer.

Selecting this option disables the Allow Persistent Check Out option, which is required for editing documents in the Integrated Office Viewer.

Prompt to overwrite or create new document

Any changes made to the document are immediately overwritten to OnBase when the user closes the Integrated Office Viewer browser window.

Users do not receive a prompt to save or cancel changes, and there is no option to save the changes as a new document.

The following options for revisable Document Types behave differently in the OnBase Integrated Office Viewer:

Option

Behavior in Integrated Office Viewer

Prompt for revision

This option is not respected in the Integrated Office Viewer.

Any changes made to the document are immediately saved as a new revision in OnBase when the user closes the browser window.

Users do not receive a prompt to save as a revision or a new document.

Allow Comments

Users do not receive a prompt to enter revision comments in the Integrated Office Viewer.

The user must enter a revision comment in the field at the top of the Integrated Office Viewer and then click Update to save the revision comment.

Force comment

Users do not receive a prompt to enter revision comments in the Integrated Office Viewer, even if Force comment is selected for that Document Type.

The user must enter a revision comment in the field at the top of the Integrated Office Viewer window and then click Update to save the revision comment. If the user does not enter a revision comment, a default revision comment is automatically added when the browser window is closed.