Table of Contents

• TITLE


• 1 OVERVIEW


• 2 USE CASE OVERVIEW
• 2.1 CREATE NEW DOCUMENT USING A TEMPLATE
• 2.2 CREATE NEW DOCUMENT WITH NO TEMPLATE
• 2.3 SAVE EXISTING OFFICE FILE
• 2.4 SAVE OUTLOOK EMAIL


• 3 BASIC OPERATION OF THE OFFICE CONNECTOR
• 3.1 ARAS RIBBON AND COMMANDS
• 3.2 LOGGING IN TO ARAS
• 3.3 HELP
• 3.4 LOCAL FILE MANAGEMENT
• 3.5 ARAS ITEM TYPES USED BY THE OFFICE CONNECTOR


• 4 CREATING AND SAVING DOCUMENTS
• 4.1 CREATING A NEW ARAS DOCUMENT
•   4.1.1 Manual File Naming Option
•   4.1.2 Filtering by Link To Selection
• 4.2 SAVING AN EXISTING DOCUMENT TO ARAS
• 4.3 UPDATE SAVE
• 4.4 SAVE AND CLOSE
• 4.5 SAVE AS TO ARAS


• 5 SAVING E-MAIL MESSAGES
• 5.1 SAVING E-MAIL MESSAGES FROM OUTLOOK
• 5.2 SAVE SUCCESSFUL MESSAGE


• 6 OPENING DOCUMENTS FROM ARAS
• 6.1 SEARCH DIALOG FOR DOCUMENTS
• 6.2 VIEW AND EDIT OPTIONS
• 6.3 OPENING FROM THE ARAS WEB CLIENT


• 7 EDIT CONTROL
• 7.1 DOCUMENT LOCKING AND UNLOCKING
• 7.2 CREATING DOCUMENT VERSIONS
• 7.3 OPENING OLD VERSIONS
• 7.4 COMPARING TWO VERSIONS IN MS WORD
• 7.5 UPDATING AN OUTDATED VERSION
• 7.6 DOCUMENT CHANGE PROCESS


• 8 DOCUMENT TEMPLATES
• 8.1 CREATING DOCUMENT TEMPLATES


• 9 OTHER CAPABILITIES
• 9.1 PROPERTY MAPPING AND IMBEDDING
•   9.1.1 Mapping to and from Excel Cells
• 9.2 ITEM LINKS
• 9.3 VIEWABLE FILES
• 9.4 LOCAL FILE OPERATIONS AND DETACHING FROM ARAS
• 9.5 OFFLINE USE
• 9.6 TRACKING CHANGES AND COMMENTS

6.2 View and Edit Options

Once you have located the desired Document using the search dialog, you can open it in either view or edit mode. For view mode, select the row with the document and click the View button, or just double-click on the row. For edit mode, select the row with the document and click the Edit button. Characteristics of View mode versus Edit mode are as follows:

View Mode

• Is used when you have no intention of modifying the file, and wish to just read the file, copy content from it, or do a Save As to Aras with it.
• Is the only possible mode if you don't have rights to lock the Aras Document, for example if the Document is released or locked by someone else.

Edit Mode

• Is used when you intend to modify the contents of the file.
• Will lock the Aras Document, such that no one else will be able to perform modifications until you unlock it.

If you attempt to open the file using Edit mode, and the system is unable to lock the Document, the connector will prompt you if it is OK to open the file for view only.

It is possible to open the file for view only, and later lock the Aras Document to allow you to perform edits. However, if someone has modified the Aras Document in the meantime, you will be unable to lock since your file will be outdated. See the next section for details.