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Edit a Document Workspace document

You can open a document stored in a Document Workspace from Word itself. Once open, you display the Document Management task pane, which contains many of the document management features available.
Editing a document includes the following tasks:
  • Opening a Document Workspace document
  • Checking out the document
  • Updating the document
  • Checking in the document

First, open the document you just created and added to the SPP Document Workspace.

To open the Document Workspace document:

  1. In Word, click the Microsoft Office button and select Open.
  2. Enter http://<SkyVault server URL:7070>/SkyVault as the File name and click Open.

    Note: If prompted, log in as User A (userA, userA)

    This returns a list of all existing Share sites. The window switches to the Web View.

    Web View
  3. Select SPP and click Open to navigate into that site.

    Web View
  4. Select the documentLibrary folder and click Open.
  5. Select local.docx and click Open.

    Word displays the selected document, which you will use in the next two tasks to walk through the process of editing a file.

  6. Click the Microsoft Office button and select Server, then Document Management Information.

    The Document Management task pane displays.

    Shared Workspace tabbed panels

    The name of the Document Workspace, or Share site, appears at the top of the pane.

    There are five tabbed panels available on this pane: Status, Members, Tasks, Documents, and Links. Position your cursor over a tab to display the tab name.