Opening a document

Open a document.

Each document name listed in the library is an active link. When you click a document name, a summary page opens where you are presented with options to work with the document. From this page, you can perform actions on the document, such as editing or downloading.

To open and preview a document:

  1. Click a document name to display the document summary. The document title, size, and thumbnail are displayed.
  2. Click the Preview tab to see a preview of the document.
  3. From the summary screen, you can work with the document in a number of ways.
    1. To edit the document without locking it, click Edit Document. The editing application associated with the document launches to edit the document. If the associated editing application is not available, an error message is displayed. This message varies according to your operating system, but you might be able to indicate the appropriate editing application from the error window.
    2. To lock the document while you edit it, click Check Out. After the document is successfully checked out, click Edit Document. The editing application associated with the document launches to edit the document. If the associated editing application is not available, an error message is displayed. This message varies according to your operating system, but you might be able to indicate the appropriate editing application from the error window.
  4. After you edit the document in your editing application, save the document in your editing application.
  5. Close the editing application.
  6. Click Check In.
  7. Click <Back to library name to exit the summary screen.
When viewing a set or list of documents, such as in a folder or view, a maximum number of documents is displayed at one time. By default, the maximum number is set to 500. If there are more items than can be displayed in the document list, a message is displayed at the bottom of the list. You can use search, or change your view conditions, to see additional documents.
There are a number of other tasks that you can perform from the summary screen. These tasks duplicate tasks invoked from the action menu of a file list.