OLE Documents - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

OLE is short for Object Linking and Embedding, a standard that allows documents created with one application to be linked or embedded in another application. OLE documents, such as Microsoft Word documents, retain their original format and links to the applications that created them.

When you open an OLE document in OnBase, the document is displayed in a viewer based on the document's source application.

If the View in Native Application button is available, you can view documents using the Office Business Application. Note that if you are viewing an older document (.doc instead of .docx), the button displays on a yellow background indicating that the document is read-only.

The View in Native Application button is displayed below the OLE Document Viewer Toolbar.

The document's right-click options are specific to the source application. OnBase options can be accessed by right-clicking the document in a Document Search Results list.

For open OLE documents, you can access OnBase options from the Document and Edit menus.

To modify, revise, re-index, add notes to, and find cross-references for Office documents opened from the OnBase Web Client, use the Office Business Application for the version of Microsoft Office you have installed on your system.

When you have modified a revisable OLE document, upon saving in the source application, a dialog box is displayed asking whether you want to save the changes as a revision of the existing document, or create a new document.

Confirmation message asks user to either Create Revision or Save as New Document.

Select the desired option, or click Cancel to exit the dialog box.