Editing documents

Edit a document.

Editing a document in the library involves opening the document in the appropriate editing application, then saving the changes and checking the document back in.

To edit a document:

  1. Click on the down arrow next to the name of document that you want to edit, then click Edit Document.
  2. A new window opens as the document is downloaded to your computer. The application associated with the file extension is launched to edit the document.
    Note: The first time you edit a document using a local editor application, a security prompt is displayed with a warning that the document is being downloaded to the local system. A checkbox in this window allows you to turn off the prompt during subsequent document edits. You can re-enable the security prompt by clicking Enable Download Message.
  3. Make changes to the document in your editor, and when you are finished, save your document using the Save function in the editor. Close the document in the editor application when you finish editing.
  4. After you have finished editing your document, and saved your changes from within the editing application, click Check In to store your changes. Click Done to return to the previous screen without saving changes.

Documents you edit are automatically checked out so that you have exclusive write access to that document. Edited files are temporarily stored on your local system. Once document changes are committed, the new version of the document needs to be checked in to be stored in the library. A checked in document is one that has been stored in the library, in addition to being saved using your local editing application.

Important note for Linux® users: On Linux, a Java™ Applet is used to communicate with the client file system. This applet gives you the ability to edit files using your native editors, as well as to import multiple files and directories from the client file system. In order to run the applet, you will need to have a supported Java Runtime Environment installed on your browser. For installation instructions on Mozilla, visit http://plugindoc.mozdev.org/linux.html#Java and follow the instructions to install the Java Runtime Environment. Once the Java Runtime Environment is recognized in the browser, you should be prompted to accept an IBM® certificate when you first visit the edit or administrative import pages. You should choose to always accept this certificate for the applet to be able to read and copy files from your local machine. After you accept the certificate, you might need to refresh the page. The plug-in attempts to read and write the files you are editing to the temporary directory defined in the java.io.tmpdir system property. Users need to have authority to create directories and files in that path (usually /tmp). Lastly, the plug-in requires that KDE be installed and that the kfmclient be in the path. Visit http://www.kde.org for information about installing KDE. The kfmclient exec command is used to open files with the editors registered in KDE.