Edit a document

 

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Overview

The default document editor included in IBM WebSphere Portal is the Rich Text Editor.

To edit a document, complete the following steps:

1. From the list view, select the document that you want to edit and click Edit Document, or click the document name and then click Edit from the document view panel.

2. Click Open File.

3. When opening a file in any format other than the Rich Text Editor, a window opens as Document Manager attempts to download the document to the computer and launch the application associated with the file extension.

   This window informs you that a temporary file will be created on the local system. We can click OK to create the temporary file and launch the application, or click Cancel to stop the process without editing the document. If you don't want to see the window every time you open a document that is not in the Rich Text Editor format, check the option...

   Do not show this window again

   To re-enable the message window, click Cancel to exit the document editing window, then click...

   Tools | Enable Download Temporary File Message

   If the Tools button is not visible, we can change the preferences to show it.

4. Make changes to the document in the editor, and when you are finished, save the document using the Save function in the editor. When using any editor other than the default Rich Text Editor, save and close the document in the application when you finish editing.

5. In Document Manager, after you have completed editing the document, and you have saved the changes from within the editor, click one of the following...
   • Publish
   • Submit for Approval
   • Save as Private Draft

   The save options you see depend on whether the draft approval process is enabled.

   Click Cancel to return to the previous page without saving the changes. Any changes you entered using the editor will be lost if you click Cancel, and the document will not be updated in Document Manager.

If locking is enabled, documents you edit are automatically locked so that you have exclusive write access to that document.

Opened files are temporarily stored on the local system. Once document changes are committed, the new version of the document is stored in the document repository. A committed document is one that has been published in Document Manager, in addition to being saved using the local editing application.

While we are working on the document using the local editing application, if our portal session times out before you have published the changed document, we will lose any updates you have made to the document since the last time it was published to the document library. If you plan to work on the document locally for a long time, IBM recommends that you periodically publish the document in Document Manager to save our changes in the document repository as you are working.

 

Parent Topic

Work with documents

 

Related concepts

Rich text editor
Integrate desktop applications with Document Manager

 

Related tasks

Specify the default document editor
Open a document
Replace a document
Save a document

 

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