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This procedure opens a Microsoft Office 2007 document from KnowledgeTree for viewing and/or editing in the relevant Microsoft Office application - either Word, Excel, or PowerPoint.
Note: The KnowledgeTree Office Add-in displays only files of the type relevant to the Microsoft Office 2007 application you are working in. For example, when working in Microsoft Office Excel, the Add-in displays only those files in the KnowledgeTree Browse view that are of file type 'Excel'.
Pre-requisites:
To perform this procedure, you will need all of the following:
| • | At least 'read' permissions on the folder where the document is stored (to view a local copy of the document), and 'read' permissions if you want to edit this document. |
Perform the following steps:
| 1. | On your Windows computer, then, open the relevant Microsoft Office 2007 application - Word, Excel, or PowerPoint. |
| 3. | KnowledgeTree folders and files display in the Browse view in the panel. |
 | | Browse View |
| 4. | Locate the document you want to open for viewing and/or editing in Microsoft Office - search for the document; or, browse KnowledgeTree to navigate to the document. |
| 5. | Having located the document, select it in the folder tree; then, notice that the contextual Actions pane now displays the following options: |
Alternative step: Double clicking on a document selected in the tree opens
the document for viewing. If the document is currently checked out by you, double clicking
on the file in the folder tree opens it for editing.
| • | Edit - available only if the document has not been locked for editing in KnowledgeTree, and if you have at least 'write' permissions on the folder; this action opens the document in the adjacent Microsoft Office 2007 interface, and locks the document in KnowledgeTree so that other users cannot edit it until you have saved your changes back to KnowledgeTree. |
Alternative step: Double clicking on a document selected in the tree opens
the document for viewing. If the document is currently checked out by you, double clicking
on the file in the folder tree opens it for editing.
| • | View a copy - downloads a copy of the document from KnowledgeTree. The document content displays in the adjacent Microsoft Office 2007 interface, and the document metadata displays in the KnowledgeTree panel with the header 'Viewing: [document title]'. Any changes you make to the document are not saved to KnowledgeTree. You will need to save the document as a new version or start editing the document to save your changes to KnowledgeTree. |
Alternative step: Double clicking on a document selected in the tree opens
the document for viewing. If the document is currently checked out by you, double clicking
on the file in the folder tree opens it for editing.
| • | Save as new version - adds the currently opened document as a new version of the document selected in the folder tree. |
| • | Email Document - emails the selected document to another KnowledgeTree user, or to a non-KnowledgeTree user, depending on email policies defined by your administrator for your KnowledgeTree installation. |
 | | Choose document |
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