Using the Collaboration Office Tools Add-In (Office 2007)

This topic describes the features of the Collaboration Office Tools Add-In available for users with Office 2007 clients. For information on using the Collaboration Office Tools Add-In with Office 2003, see Using the Collaboration Office Tools Add-In (Office 2003).

The Collaboration Office Tools Add-In appears as a new tab called Collaboration in the ribbon of any Office 2007 application. The Collaboration Office Tools Add-In lets you choose from several check-in options and type check-in comments. It also lets you perform tasks such as viewing a document's Oracle WebCenter Collaboration properties and emailing the notification link for a document. If Pathways integration is enabled, you can apply Pathways tags to a document before checking it in.

Note: The Collaboration Office Tools Add-In cannot be used until at least one project has been created in Oracle WebCenter Collaboration.

This topic also discusses the following sections of the Oracle WebCenter Collaboration ribbon tab:

File
Advanced
Configure

File

The File section of the Oracle WebCenter Collaboration ribbon tab allows you to perform document check-in and check-out operations. The following table describes the options you have when checking in and checking out documents.

Click	To
Save to Collaboration	Save a new document in Oracle WebCenter Collaboration. In the Save a document to Collaboration dialogue box, browse to the location in your WebFolder in which you want to save the document, then click Save. Note: This button is only enabled for new documents. To save an existing document, use the Check In button.
Save and close (Save to Collaboration Submenu)	Save a new document in Oracle WebCenter Collaboration. In the Save a document to Collaboration dialogue box, browse to the location in your WebFolder in which you want to save the document, then click Save.
Save and keep checked out (Save to Collaboration Submenu)	Save a new document in Oracle WebCenter Collaboration and keep it open for editing. In the Save a document to Collaboration dialogue box, browse to the location in your WebFolder in which you want to save the document, then click Save.
View	View a document in read-only mode. In the Open a document from Collaboration dialogue box, browse to the document in your WebFolder, then click Open.
Check Out (Check Out Submenu)	Check out an existing document and open it for editing. In the Open a document from Collaboration dialogue box, browse to the document in your WebFolder, then click Open.
Check out recent (Check Out Submenu)	Check out a document from a list of recently viewed documents and open it for editing. In the Check Out Recent dialogue box, select a document, then click Check Out.
Check In	Check in the document. In the Check In dialog box, type your comments in the Comments box. If your administrator has enabled Pathways integration, you can apply tags to the document by typing new tags in the Tags box. Click Check In. The version of the document is updated and your comments and the Pathways tags are added to the new version.
Keep checked out and update version (Check In Submenu)	Check in a new version of a document and keep the document checked out and open for additional editing. In the Check In dialog box, type your comments in the Comments box. If your administrator has enabled Pathways integration, you can apply tags to the document by typing new tags in the Tags box. The version of the document is updated and your comments and the Pathways tags are added to the new version.
Keep checked out and do not update version (Check In Submenu)	Keep the document checked out. Your changes are saved to the existing version of the document and the version is not updated. You cannot add comments to the document when using this option.
Undo Check-out	Cancel the check out and revert all changes.

Advanced

The Advanced section of the Oracle WebCenter Collaboration ribbon tab allows you perform tasks such as viewing the Oracle WebCenter Collaboration properties for a document and copying or emailing the notification link for a document.

Note: The Advanced section is only available when you open a document by using the Check Out button in the File tab.

Click	To
Properties	View the Oracle WebCenter Collaboration properties for the document. If your administrator has enabled custom properties, you can edit the values of existing custom properties. Click Save in the Collaboration Properties dialog box after editing custom properties. Note: If you edit custom properties and click Save in the Collaboration Properties dialogue box, these changes are saved immediately and are not undone if you undo check out for the document.
Copy Link to Clipboard	Copy the notification link for the document to your clipboard. You can then paste the link directly into a web browser or the body of an email.
Send Link via Email	Create an email that contains the notification link to the document. Outlook must be configured on your computer to use this feature.
Tag Document	Available when Oracle WebCenter Collaboration is integrated with AquaLogic Pathways and when you have the Access Pathways activity right. Apply Pathways tags to the document. Type the tag names, separated by commas, in the text box then click Apply Tags. For more information about Pathways tags, see Using Pathways Tags.

Configure

The Configure section of the Oracle WebCenter Collaboration ribbon tab allows you to configure the Collaboration Office Tools Add-in to work with your web folder.

Click	To
Configure the Collaboration Add-In	Configure the Web Folder used by the Collaboration Office Ribbon. Copy the URL from the Web Folder location text box on the My Account \| Collaboration Settings \| Web Folder Settings page. Paste this URL into the Web Folder URL text box in the Configure Collaboration Add-in dialogue box.
Help	View this online help topic.

Related Topics:

To display the page associated with this help topic:

Edit a Microsoft Office document from WebEdit or from within the web folder on your personal computer using Office 2007.
Click the Collaboration tab in the Office toolbar.