WebSphere

 

Portal Express, Version 6.0
Operating systems: i5/OS, Linux, Windows

 

Edit a document

Edit a document.

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

To edit a document...

  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 your computer and launch the application associated with the file extension. This window informs you that a temporary file will be created on your local system. You 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, you can change your preferences to show it. Refer to Setting preferences for more information.

  4. Make changes to the document in your editor, and when you are finished, save your 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 your application when you finish editing.

  5. In Document Manager, after you have completed editing your document, and you have saved your changes from within your editor, click Publish, Submit for Approval, or Save as Private Draft to save your changes. The save options you see depend on whether the draft approval process is enabled. See Submitting a draft for approval for a more detailed explanation of these options. Click Cancel to return to the previous page without saving your changes. Any changes you entered using your 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 your 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 your local editing application.

While you are working on your document using your local editing application, if the portal session times out before you have published the changed document, you 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, it is recommended that you periodically publish the document in Document Manager to save your changes in the document repository as you are working.

 

Parent topic:

Working with documents

 

Related concepts
Rich text editor Integrating desktop applications with Document Manager

 

Related tasks
Specifying the default document editor Opening a document Replacing a document Saving a document