Configuring Document Types for Editing - Integrated Office Viewer - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Integrated-Office-Viewer/Foundation-24.1/Integrated-Office-Viewer/Configuration/Configuring-Document-Types-for-Editing

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

Some 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.

To configure a Document Type to allow for editing within the Integrated Office Viewer:

Open OnBase Configuration for the database being used to integrate with Microsoft Office.
Select Document | Document Types. The Document Types window is displayed.
Select a Document Type and click Rendition/Revision. The Rendition / Revision Control Settings dialog box is displayed.
Select Allow Persistent Check Out.

Note:
The EDM Services license is required to enable the Allow Persistent Check Out option.
Under Revision Settings, select either Non Revisable or Allow Multiple Revisions.
- If Non Revisable is selected, select Prompt to overwrite or create new document.
  
  Note:
  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.
- If Allow Multiple Revisions is selected:
  1. Select Always assume new revision.
  2. Select one of the options under Comments.
    
    Note:
    Users do not receive a prompt to enter revision comments in the Integrated Office Viewer, even if Force Comment is selected. 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.
Click Save. The Rendition / Revision Control Settings dialog box is closed.
Restart OnBase for saved changes to take effect.