Slide 2 of 5 FileSphere - The Power of Intelligence WORKING WITH DOCUMENTS






INTRODUCTION -      
HELP -      
QUICKTOUR -      
ADDING -      
CLASSIFYING -      
RETRIEVING -      
WORKING WITH -      
DOCUMENTS
       
DOCUMENT VERSIONS -      
FS ADMINISTRATION -      
CONFIGURING FS -      
FS MAINTENANCE -      

Opening & editing documents from the Windows Explorer view

Open Windows® Explorer and click on the FileSphere icon.

Select the Document Space in which the document is located

You can use the Retrieval Bar or create View Folders to help you locate documents

Double click on a document or right click on a document and select Open.

The document will be opened with its associated application.

FileSphere will check out the document and place a copy in My Workspace.

You can work on the document and save any changes using its application's regular Save function.

Once you close the document, unless you opened it from My Workspace, it will be returned to the originating Document Space and its status will be set to checked in 

With some applications, you will not see updates reflected in the Document Space until you close the document application.


Double click or right
click and select Open


Document is checked out


A link to the open document is displayed in My Workspace

 
 
Slide 2 of 5

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