Opening in an Application

You can open a document in a library by starting an external application associated with the document.

From the Desktop Browser screen, you can easily start an external application.

In addition, refer to the following as necessary.

Select a document to open using an external application in the File List View Pane.

Note
You cannot open more than one document at the same time.

Click

(Open) on the Toolbar.

Or, follow one of the steps described below.

Select a document > select the [File] menu > [Open Document] > [Open].

Right-click a document and select [Open]

Double-click the document

Select a document and then press the [Enter] key on the keyboard

The application associated with the document starts.

Note
If buttons are not displayed on the Desktop Browser Toolbar, set the buttons on the Toolbar. For more information, see the following. Setting the Icons Displayed in the Toolbar When you double-click a document in a Document Server Library or SharePoint Server Library, it is opened in read-only mode by default. Deselect the [Open double-clicked documents in read-only mode] check box to change this. [Settings] > [System Settings] > [Browser] > [Shared Document Management] > [Open double-clicked documents in read-only mode] When you open a document in a Document Server Library or SharePoint Server Library, a message is displayed to confirm whether or not to check it out. In this case, click [Yes]. You can set the check out message to not display. For more information, see the following. Not Displaying the Check In/Check Out Message When you open one of the following types of documents in a Document Server Library or SharePoint Server Library, a confirmation message is displayed, and you can open it in the read-only mode. In this case, you cannot save documents by overwriting the existing ones. Documents stored in the location for which you do not have the update permissions or higher with Document Server Documents stored in the location for which you do not have the update permissions or higher with SharePoint Server A document that is currently being checked out by another user Documents in the Document Server Library can be opened by dragging and dropping them directly into the open application. However, they are not properly checked out when opening the document, thus any changes made by editing the document are not saved. You can also use one of the following operations to open documents in an external application. In these cases, you can select multiple documents, or a folder in the File List View Pane. Select a document or folder, and click (application output icon). Drag and drop a document or folder to (application output icon). To open documents from the application output icon, an external application must be registered in the Output Bar in advance. For more information on registering an external application in the Output Bar, see the following. Adding Application Output Icons

Note

If buttons are not displayed on the Desktop Browser Toolbar, set the buttons on the Toolbar. For more information, see the following.

Setting the Icons Displayed in the Toolbar

When you double-click a document in a Document Server Library or SharePoint Server Library, it is opened in read-only mode by default. Deselect the [Open double-clicked documents in read-only mode] check box to change this.

[Settings] > [System Settings] > [Browser] > [Shared Document Management] > [Open double-clicked documents in read-only mode]

When you open a document in a Document Server Library or SharePoint Server Library, a message is displayed to confirm whether or not to check it out. In this case, click [Yes].

You can set the check out message to not display. For more information, see the following.

Not Displaying the Check In/Check Out Message

When you open one of the following types of documents in a Document Server Library or SharePoint Server Library, a confirmation message is displayed, and you can open it in the read-only mode. In this case, you cannot save documents by overwriting the existing ones.

Documents stored in the location for which you do not have the update permissions or higher with Document Server

Documents stored in the location for which you do not have the update permissions or higher with SharePoint Server

A document that is currently being checked out by another user

Documents in the Document Server Library can be opened by dragging and dropping them directly into the open application. However, they are not properly checked out when opening the document, thus any changes made by editing the document are not saved.

You can also use one of the following operations to open documents in an external application. In these cases, you can select multiple documents, or a folder in the File List View Pane.

Select a document or folder, and click

(application output icon).

Drag and drop a document or folder to

(application output icon).

To open documents from the application output icon, an external application must be registered in the Output Bar in advance. For more information on registering an external application in the Output Bar, see the following.

Adding Application Output Icons

Edit documents.

Note
If the [Checked Out Document Confirmation]/[Modify Shared Document] dialog box is displayed when you select the [File] menu > [Save]/[Close], select an appropriate update process and then click [OK]. If you do not select the [Check in automatically after exiting the application that is editing documents] check box, you need to manually check in and check out documents. [Settings] > [System Settings] > [Browser] > [Shared Document Management] > [Check in automatically after exiting the application that is editing documents] Checking In Canceling Check Out When you check in a document in a Document Server Library or SharePoint Server Library for which [Create Version] is enabled, the [Enter Version Comments] dialog box is displayed. You can set the [Enter Version Comments] dialog box to not display. For more information, see the following. Not Displaying the [Enter Version Comments] Dialog Box When you select a document for which the preview is already displayed in the Preview Pane and select [Open], the preview display closes and the following message is displayed in the Preview Pane. [Select a file to preview. If a preview is not displayed, select the file again.] If another user updates a document that you have checked out and opened in a Document Server Library or SharePoint Server Library, when checking in to Desktop Browser, the following message is displayed. [The modify dates of shared library documents and documents in the checkout folder are different. Do you want to overwrite documents in the checkout folder with shared library documents? - Click [Yes] to overwrite documents in the checkout folder with shared library documents and open. - Click [No] to open documents in the checkout folder.]

Note

If the [Checked Out Document Confirmation]/[Modify Shared Document] dialog box is displayed when you select the [File] menu > [Save]/[Close], select an appropriate update process and then click [OK].

If you do not select the [Check in automatically after exiting the application that is editing documents] check box, you need to manually check in and check out documents.

[Settings] > [System Settings] > [Browser] > [Shared Document Management] > [Check in automatically after exiting the application that is editing documents]

Checking In

Canceling Check Out

When you check in a document in a Document Server Library or SharePoint Server Library for which [Create Version] is enabled, the [Enter Version Comments] dialog box is displayed.

You can set the [Enter Version Comments] dialog box to not display. For more information, see the following.

Not Displaying the [Enter Version Comments] Dialog Box

When you select a document for which the preview is already displayed in the Preview Pane and select [Open], the preview display closes and the following message is displayed in the Preview Pane.
[Select a file to preview. If a preview is not displayed, select the file again.]

If another user updates a document that you have checked out and opened in a Document Server Library or SharePoint Server Library, when checking in to Desktop Browser, the following message is displayed.
[The modify dates of shared library documents and documents in the checkout folder are different. Do you want to overwrite documents in the checkout folder with shared library documents? - Click [Yes] to overwrite documents in the checkout folder with shared library documents and open. - Click [No] to open documents in the checkout folder.]