Work with documents on an ECM server using Custom Library. Create and modify documents, attachments, versions, and metadata from an ECM server from within the context of a Lotus® Quickr™ place.
As you work in collaboration with other users, you will encounter items that are locked by other users, either because they are being edited by another user, or a draft item has been created.
Check out a document to lock it. Locking a document prevents others from changing the document while you are working with it. A lock symbol is displayed against items that are currently locked.
While you are working on a document, store the document in draft state. A document draft is a private version of a document that is visible only to the user who created the draft. A document draft can be edited and saved as often as desired.
Use the Views
dropdown to access the data in a Custom Library using predefined targeted queries defined in ECM.
Select a query from the list and a unique set of results is displayed. You can navigate the documents in a view and use the context menu for each item inline the same as you do with folders .
Uploading documents: qp85
Uploading a file allows you to copy a document from your computer into ECM repository without leaving your IBM® Lotus Quickr for WebSphere Portal environment.
Opening a document: qp85
Open a document in a Custom Library to edit or download the document.
Check out a document: qp85
Check out a document to lock it. Locking a document prevents others from changing the document while you are working with it.
Downloading documents: qp85
You can download a document from an ECM server to your computer. This function allows you to work with documents on an ECM repository without leaving your Lotus Quickr environment.
Editing documents: qp85
Editing a document on an ECM server using Custom Library involves opening the document in the appropriate editing application, then saving the changes and checking the document back in. This option will only display if the Lotus Connectors have been installed.
Editing document properties: qp85
Edit information about a document, such as author, title, and description, that is saved in the library along with the content of the document.
Replacing documents: qp85
Use the Replace function to overwrite the current contents of a document on an ECM server with a file from your local computer.
Deleting documents: qp85
Deleting a document removes the document permanently from an ECM server. Once you delete a document, you cannot retrieve it. Be absolutely sure that the document is no longer necessary, or download a copy to your computer as a backup copy.
Working with document versions: qp85
From the document summary you can restore and download versions of a document, view the change summary of a version and create a new version of a document.
Working with document attachments: qp85
From the document summary you can add, replace, delete and download attachments.
Parent topic: Custom Library: qp85